Carson Wealth (CWM LLC)
OABI icon

Carson Wealth (CWM LLC)’s OmniAb OABI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9K Buy
7,599
+5,106
+205% +$9.21K ﹤0.01% 4708
2025
Q4 		$5K Sell
2,493
-3,562
-59% -$6.19K ﹤0.01% 4835
2025
Q3 		$10K Sell
6,055
-1,482
-20% -$2.71K ﹤0.01% 4485
2025
Q2 		$13K Buy
7,537
+6,429
+580% +$10.8K ﹤0.01% 4169
2025
Q1 		$3K Buy
1,108
+850
+329% +$2.78K ﹤0.01% 4654
2024
Q4 		$1K Buy
258
+78
+43% +$309 ﹤0.01% 4759
2024
Q3 		$1K Buy
180
+4
+2% +$17 ﹤0.01% 4655
2024
Q2 		$1K Sell
176
-421
-71% -$1.92K ﹤0.01% 4440
2024
Q1 		$3K Sell
597
-496
-45% -$2.86K ﹤0.01% 3864
2023
Q4 		$7K Sell
1,093
-833
-43% -$4.1K ﹤0.01% 3358
2023
Q3 		$10K Buy
1,926
+1,284
+200% +$6.85K ﹤0.01% 3141
2023
Q2 		$3K Buy
642
+34
+6% +$138 ﹤0.01% 3673
2023
Q1 		$2K Hold
608
– – ﹤0.01% 3682
2022
Q4 		$2K Buy
+608
New +$3.19K ﹤0.01% 3602

Other funds holding OABI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its OmniAb (OABI) stake by 205% in Q1 2026, buying an estimated $9.21K and bringing the position to 7,599 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4708.

Carson Wealth (CWM LLC) first reported a position in OABI in Q4 2022 and has held it in 14 quarters since. The position peaked at $13K in Q2 2025. 128 funds tracked by Wall St. Rank hold OABI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,599 shares of OmniAb worth $11.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,106 OmniAb shares in Q1 2026, an estimated $9.21K.
  • OmniAb made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4708 holding.
  • Carson Wealth (CWM LLC) first reported a position in OmniAb in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s OmniAb position peaked at $13K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held OmniAb as of Q1 2026.

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