Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Liquidia Corp LQDA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LQDA Stock Details LQDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Buy
536
+195
+57% +$7.24K ﹤0.01% 4409
2025
Q4 		$12K Buy
341
+9
+3% +$256 ﹤0.01% 4463
2025
Q3 		$8K Sell
332
-89
-21% -$1.93K ﹤0.01% 4572
2025
Q2 		$5K Sell
421
-81
-16% -$1.2K ﹤0.01% 4625
2025
Q1 		$7K Buy
502
+356
+244% +$5.19K ﹤0.01% 4296
2024
Q4 		$2K Buy
146
+43
+42% +$470 ﹤0.01% 4558
2024
Q3 		$1K Sell
103
-205
-67% -$2.24K ﹤0.01% 4623
2024
Q2 		$4K Buy
308
+140
+83% +$1.86K ﹤0.01% 3975
2024
Q1 		$2K Buy
+168
New +$2.34K ﹤0.01% 4003

Other funds holding LQDA

FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Liquidia Corp (LQDA) stake by 57% in Q1 2026, buying an estimated $7.24K and bringing the position to 536 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4409.

Carson Wealth (CWM LLC) first reported a position in LQDA in Q1 2024 and has held it in 9 quarters since. 244 funds tracked by Wall St. Rank hold LQDA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 536 shares of Liquidia Corp worth $20.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 195 Liquidia Corp shares in Q1 2026, an estimated $7.24K.
  • Liquidia Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4409 holding.
  • Carson Wealth (CWM LLC) first reported a position in Liquidia Corp in Q1 2024 and has held it in 9 quarters since.
  • 244 funds tracked by Wall St. Rank held Liquidia Corp as of Q1 2026.

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