Carson Wealth (CWM LLC)
IVVD icon

Carson Wealth (CWM LLC)’s Invivyd IVVD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$549 Sell
422
-223
-35% -$410 ﹤0.01% 5459
2025
Q4 		$2K Sell
645
-2,479
-79% -$5.16K ﹤0.01% 5092
2025
Q3 		$3K Sell
3,124
-32,046
-91% -$28.4K ﹤0.01% 4906
2025
Q2 		$25K Buy
35,170
+1,318
+4% +$935 ﹤0.01% 3771
2025
Q1 		$20K Buy
33,852
+33,019
+3,964% +$29.6K ﹤0.01% 3675
2024
Q4 		$0 Buy
833
+202
+32% +$157 ﹤0.01% 5027
2024
Q3 		$1K Buy
+631
New +$684 ﹤0.01% 4608

Other funds holding IVVD

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PA
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BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Invivyd (IVVD) stake by 35% in Q1 2026, selling an estimated $410 and leaving 422 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #5459.

Carson Wealth (CWM LLC) first reported a position in IVVD in Q3 2024 and has held it in 7 quarters since. The position peaked at $25K in Q2 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 422 shares of Invivyd worth $549 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 223 Invivyd shares in Q1 2026, an estimated $410.
  • Invivyd made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5459 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invivyd in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Invivyd position peaked at $25K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

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