Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Emergent Biosolutions EBS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Buy
33,737
+15,728
+87% +$163K ﹤0.01% 2431
2025
Q4 		$223K Buy
18,009
+942
+6% +$10.1K ﹤0.01% 2482
2025
Q3 		$151K Buy
+17,067
New +$133K ﹤0.01% 2664
2025
Q1 		– Sell
-133
Closed -$1K – 5091
2024
Q4 		$1K Sell
133
-11
-8% -$101 ﹤0.01% 4695
2024
Q3 		$1K Sell
144
-4,777
-97% -$43.4K ﹤0.01% 4563
2024
Q2 		$34K Buy
4,921
+4,906
+32,707% +$21.1K ﹤0.01% 2747
2024
Q1 		$0 Sell
15
-27
-64% -$61 ﹤0.01% 4412
2023
Q4 		$0 Sell
42
-678
-94% -$1.59K ﹤0.01% 4223
2023
Q3 		$2K Buy
720
+369
+105% +$2.04K ﹤0.01% 3784
2023
Q2 		$3K Sell
351
-22
-6% -$204 ﹤0.01% 3622
2023
Q1 		$4K Buy
373
+193
+107% +$2.33K ﹤0.01% 3373
2022
Q4 		$2K Sell
180
-327
-64% -$5.06K ﹤0.01% 3529
2022
Q3 		$11K Buy
+507
New +$14.1K ﹤0.01% 2618
2022
Q1 		– Sell
-3
Closed – – 3598
2021
Q4 		$0 Buy
+3
New +$136 ﹤0.01% 3522

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its Emergent Biosolutions (EBS) stake by 87% in Q1 2026, buying an estimated $163K and bringing the position to 33,737 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Carson Wealth (CWM LLC) first reported a position in EBS in Q4 2021 and has held it in 14 quarters since. 190 funds tracked by Wall St. Rank hold EBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,737 shares of Emergent Biosolutions worth $280K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,728 Emergent Biosolutions shares in Q1 2026, an estimated $163K.
  • Emergent Biosolutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2431 holding.
  • Carson Wealth (CWM LLC) first reported a position in Emergent Biosolutions in Q4 2021 and has held it in 14 quarters since.
  • 190 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2026.

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