Carson Wealth (CWM LLC)
BVS icon

Carson Wealth (CWM LLC)’s Bioventus BVS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.5K Buy
5,964
+380
+7% +$3.19K ﹤0.01% 3760
2025
Q4 		$42K Buy
5,584
+1,205
+28% +$8.66K ﹤0.01% 3723
2025
Q3 		$29K Sell
4,379
-97
-2% -$673 ﹤0.01% 3897
2025
Q2 		$30K Sell
4,476
-2,504
-36% -$17.8K ﹤0.01% 3639
2025
Q1 		$64K Sell
6,980
-404
-5% -$4.04K ﹤0.01% 2762
2024
Q4 		$78K Sell
7,384
-73
-1% -$863 ﹤0.01% 2455
2024
Q3 		$89K Buy
+7,457
New +$64.5K ﹤0.01% 2273
2023
Q1 		– Sell
-19,562
Closed -$51K – 4064
2022
Q4 		$51K Buy
19,562
+332
+2% +$1.45K ﹤0.01% 1714
2022
Q3 		$135K Buy
+19,230
New +$151K ﹤0.01% 1208

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bioventus (BVS) stake by 6.8% in Q1 2026, buying an estimated $3.19K and bringing the position to 5,964 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Carson Wealth (CWM LLC) first reported a position in BVS in Q3 2022 and has held it in 9 quarters since. The position peaked at $135K in Q3 2022. 157 funds tracked by Wall St. Rank hold BVS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,964 shares of Bioventus worth $54.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 380 Bioventus shares in Q1 2026, an estimated $3.19K.
  • Bioventus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3760 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bioventus in Q3 2022 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Bioventus position peaked at $135K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Bioventus as of Q1 2026.

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