Carson Wealth (CWM LLC)’s VanEck Biotech ETF BBH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.3K	Hold	225	–	–	﹤0.01%	3929
2025 Q4	$43K	Hold	225	–	–	﹤0.01%	3705
2025 Q3	$37K	Hold	225	–	–	﹤0.01%	3746
2025 Q2	$34K	Hold	225	–	–	﹤0.01%	3545
2025 Q1	$35K	Hold	225	–	–	﹤0.01%	3253
2024 Q4	$35K	Hold	225	–	–	﹤0.01%	3045
2024 Q3	$40K	Sell	225 -189	-46%	-$33.5K	﹤0.01%	2862
2024 Q2	$70K	Buy	414 +8	+2%	+$1.31K	﹤0.01%	2224
2024 Q1	$67K	Hold	406	–	–	﹤0.01%	2112
2023 Q4	$67K	Buy	406 +6	+2%	+$924	﹤0.01%	2002
2023 Q3	$62K	Buy	400 +13	+3%	+$2.08K	﹤0.01%	1933
2023 Q2	$60K	Buy	387 +104	+37%	+$16.6K	﹤0.01%	1853
2023 Q1	$46K	Buy	+283	New	+$45.8K	﹤0.01%	1914
2022 Q2	–	Sell	-120	Closed	-$19K	–	3771
2022 Q1	$19K	Hold	120	–	–	﹤0.01%	2099
2021 Q4	$23K	Buy	+120	New	+$23.1K	﹤0.01%	1908
2021 Q2	$24K	Hold	120	–	–	﹤0.01%	1700
2021 Q1	$24K	Hold	120	–	–	﹤0.01%	1700
2020 Q4	$24K	Hold	120	–	–	﹤0.01%	1700
2020 Q3	$24K	Hold	120	–	–	﹤0.01%	1700
2020 Q2	$24K	Hold	120	–	–	﹤0.01%	1700
2020 Q1	$24K	Hold	120	–	–	﹤0.01%	1700
2019 Q4	$24K	Hold	120	–	–	﹤0.01%	1700
2019 Q3	$24K	Hold	120	–	–	﹤0.01%	1700
2019 Q2	$24K	Hold	120	–	–	﹤0.01%	1700
2019 Q1	$24K	Buy	+120	New	+$15.2K	﹤0.01%	1700

Other funds holding BBH

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 225 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

Carson Wealth (CWM LLC) first reported a position in BBH in Q1 2019 and has held it in 25 quarters since. The position peaked at $70K in Q2 2024. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Carson Wealth (CWM LLC) held 225 shares of VanEck Biotech ETF worth $42.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its VanEck Biotech ETF share count unchanged in Q1 2026.
VanEck Biotech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3929 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Biotech ETF in Q1 2019 and has held it in 25 quarters since.
Carson Wealth (CWM LLC)'s VanEck Biotech ETF position peaked at $70K in Q2 2024.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

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