Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Microbot Medical MBOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MBOT Stock Details MBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.63K Buy
2,749
+2
+0.1% +$4 ﹤0.01% 4937
2025
Q4 		$5K Hold
2,747
– – ﹤0.01% 4827
2025
Q3 		$8K Buy
+2,747
New +$8.57K ﹤0.01% 4574

Other funds holding MBOT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Microbot Medical (MBOT) stake by 0.07% in Q1 2026, buying an estimated $4 and bringing the position to 2,749 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4937.

Carson Wealth (CWM LLC) first reported a position in MBOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $8K in Q3 2025. 79 funds tracked by Wall St. Rank hold MBOT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,749 shares of Microbot Medical worth $6.63K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2 Microbot Medical shares in Q1 2026, an estimated $4.
  • Microbot Medical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4937 holding.
  • Carson Wealth (CWM LLC) first reported a position in Microbot Medical in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Microbot Medical position peaked at $8K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Microbot Medical as of Q1 2026.

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