Carson Wealth (CWM LLC)
NUVB icon

Carson Wealth (CWM LLC)’s Nuvation Bio NUVB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NUVB Stock Details NUVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$457K Buy
106,444
+4,066
+4% +$22.7K ﹤0.01% 2089
2025
Q4 		$917K Buy
102,378
+50
+0% +$310 ﹤0.01% 1546
2025
Q3 		$379K Buy
102,328
+64,365
+170% +$175K ﹤0.01% 1955
2025
Q2 		$74K Buy
37,963
+28,387
+296% +$59.1K ﹤0.01% 2964
2025
Q1 		$17K Sell
9,576
-2,515
-21% -$5.72K ﹤0.01% 3805
2024
Q4 		$32K Buy
12,091
+6,800
+129% +$17.5K ﹤0.01% 3129
2024
Q3 		$12K Buy
5,291
+4,197
+384% +$12.8K ﹤0.01% 3683
2024
Q2 		$3K Buy
1,094
+1,086
+13,575% +$3.31K ﹤0.01% 4099
2024
Q1 		$0 Buy
+8
New +$15 ﹤0.01% 4605
2023
Q3 		– Sell
-336
Closed -$1K – 4433
2023
Q2 		$1K Buy
+336
New +$571 ﹤0.01% 4021
2022
Q4 		– Sell
-987
Closed -$2K – 4162
2022
Q3 		$2K Buy
987
+935
+1,798% +$2.67K ﹤0.01% 3509
2022
Q2 		$0 Buy
+52
New +$227 ﹤0.01% 4010

Other funds holding NUVB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OFM
Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nuvation Bio (NUVB) stake by 4% in Q1 2026, buying an estimated $22.7K and bringing the position to 106,444 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Carson Wealth (CWM LLC) first reported a position in NUVB in Q2 2022 and has held it in 12 quarters since. The position peaked at $917K in Q4 2025. 233 funds tracked by Wall St. Rank hold NUVB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 106,444 shares of Nuvation Bio worth $457K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,066 Nuvation Bio shares in Q1 2026, an estimated $22.7K.
  • Nuvation Bio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2089 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuvation Bio in Q2 2022 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Nuvation Bio position peaked at $917K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Nuvation Bio as of Q1 2026.

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