Carson Wealth (CWM LLC)
MBX

Carson Wealth (CWM LLC)’s MBX Biosciences MBX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MBX Stock Details MBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.9K Sell
1,772
-12
-0.7% -$408 ﹤0.01% 3781
2025
Q4 		$56K Buy
1,784
+400
+29% +$9.71K ﹤0.01% 3525
2025
Q3 		$24K Sell
1,384
-418
-23% -$5.59K ﹤0.01% 4023
2025
Q2 		$21K Buy
1,802
+1,665
+1,215% +$17K ﹤0.01% 3890
2025
Q1 		$1K Buy
+137
New +$1.45K ﹤0.01% 5023

Other funds holding MBX

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its MBX Biosciences (MBX) stake by 0.67% in Q1 2026, selling an estimated $408 and leaving 1,772 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Carson Wealth (CWM LLC) first reported a position in MBX in Q1 2025 and has held it in 5 quarters since. The position peaked at $56K in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,772 shares of MBX Biosciences worth $52.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12 MBX Biosciences shares in Q1 2026, an estimated $408.
  • MBX Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3781 holding.
  • Carson Wealth (CWM LLC) first reported a position in MBX Biosciences in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s MBX Biosciences position peaked at $56K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

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