Carson Wealth (CWM LLC)
AVR

Carson Wealth (CWM LLC)’s Anteris Technologies AVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVR Stock Details AVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6K Buy
3,175
+2,321
+272% +$13.3K ﹤0.01% 4490
2025
Q4 		$4K Sell
854
-21
-2% -$96 ﹤0.01% 4940
2025
Q3 		$4K Sell
875
-689
-44% -$2.7K ﹤0.01% 4870
2025
Q2 		$6K Buy
+1,564
New +$6.36K ﹤0.01% 4578

Other funds holding AVR

LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Anteris Technologies (AVR) stake by 272% in Q1 2026, buying an estimated $13.3K and bringing the position to 3,175 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4490.

Carson Wealth (CWM LLC) first reported a position in AVR in Q2 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold AVR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,175 shares of Anteris Technologies worth $17.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,321 Anteris Technologies shares in Q1 2026, an estimated $13.3K.
  • Anteris Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4490 holding.
  • Carson Wealth (CWM LLC) first reported a position in Anteris Technologies in Q2 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Anteris Technologies as of Q1 2026.

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