Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atea Pharmaceuticals AVIR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.53K Buy
1,027
+605
+143% +$2.78K ﹤0.01% 4988
2025
Q4 		$2K Sell
422
-209
-33% -$664 ﹤0.01% 5054
2025
Q3 		$2K Buy
631
+157
+33% +$536 ﹤0.01% 4973
2025
Q2 		$2K Sell
474
-132
-22% -$394 ﹤0.01% 4848
2025
Q1 		$2K Buy
606
+456
+304% +$1.42K ﹤0.01% 4721
2024
Q4 		$1K Buy
150
+123
+456% +$409 ﹤0.01% 4657
2024
Q3 		$0 Buy
27
+7
+35% +$25 ﹤0.01% 4816
2024
Q2 		$0 Buy
+20
New +$75 ﹤0.01% 4582
2022
Q4 		– Sell
-24
Closed – – 3963
2022
Q3 		$0 Buy
+24
New +$184 ﹤0.01% 3898

Other funds holding AVIR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVIR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Atea Pharmaceuticals (AVIR) stake by 143% in Q1 2026, buying an estimated $2.78K and bringing the position to 1,027 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4988.

Carson Wealth (CWM LLC) first reported a position in AVIR in Q3 2022 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold AVIR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,027 shares of Atea Pharmaceuticals worth $5.53K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 605 Atea Pharmaceuticals shares in Q1 2026, an estimated $2.78K.
  • Atea Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4988 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atea Pharmaceuticals in Q3 2022 and has held it in 9 quarters since.
  • 127 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.