Carson Wealth (CWM LLC)
MBIO icon

Carson Wealth (CWM LLC)’s Mustang Bio MBIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MBIO Stock Details MBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1 Hold
2
– – ﹤0.01% 5667
2025
Q4 		$0 Hold
2
– – ﹤0.01% 5521
2025
Q3 		$0 Hold
2
– – ﹤0.01% 5428
2025
Q2 		$0 Hold
2
– – ﹤0.01% 5225
2025
Q1 		$0 Sell
2
-1
-33% -$4 ﹤0.01% 5134
2024
Q4 		$0 Sell
3
-10
-77% -$110 ﹤0.01% 5052
2024
Q3 		$0 Buy
13
+10
+333% +$165 ﹤0.01% 5006
2024
Q2 		$0 Hold
3
– – ﹤0.01% 4785
2024
Q1 		$0 Hold
3
– – ﹤0.01% 4557
2023
Q4 		$0 Hold
3
– – ﹤0.01% 4367
2023
Q3 		$0 Hold
3
– – ﹤0.01% 4380
2023
Q2 		$1K Hold
3
– – ﹤0.01% 3999
2023
Q1 		$1K Hold
3
– – ﹤0.01% 3871
2022
Q4 		$1K Hold
3
– – ﹤0.01% 3785
2022
Q3 		$1K Hold
3
– – ﹤0.01% 3694
2022
Q2 		$1K Hold
3
– – ﹤0.01% 3575
2022
Q1 		$2K Hold
3
– – ﹤0.01% 3195
2021
Q4 		$3K Buy
+3
New +$4.84K ﹤0.01% 2996
2021
Q2 		$7K Hold
3
– – ﹤0.01% 2251
2021
Q1 		$7K Hold
3
– – ﹤0.01% 2251
2020
Q4 		$7K Hold
3
– – ﹤0.01% 2251
2020
Q3 		$7K Hold
3
– – ﹤0.01% 2249
2020
Q2 		$7K Hold
3
– – ﹤0.01% 2249
2020
Q1 		$7K Hold
3
– – ﹤0.01% 2249
2019
Q4 		$7K Hold
3
– – ﹤0.01% 2249
2019
Q3 		$7K Hold
3
– – ﹤0.01% 2248
2019
Q2 		$7K Hold
3
– – ﹤0.01% 2248
2019
Q1 		$7K Buy
+3
New +$8.5K ﹤0.01% 2248

Other funds holding MBIO

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
CFO4Life Group Coppell, Texas $743M AUM 25.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Mustang Bio (MBIO) position steady in Q1 2026 at 2 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #5667.

Carson Wealth (CWM LLC) first reported a position in MBIO in Q1 2019 and has held it in 28 quarters since. The position peaked at $7K in Q2 2021. 22 funds tracked by Wall St. Rank hold MBIO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2 shares of Mustang Bio worth $1 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Mustang Bio share count unchanged in Q1 2026.
  • Mustang Bio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5667 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mustang Bio in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Mustang Bio position peaked at $7K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Mustang Bio as of Q1 2026.

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