Carson Wealth (CWM LLC)
OBIO icon

Carson Wealth (CWM LLC)’s Orchestra BioMed OBIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed – – 5551
2025
Q3 		$0 Sell
2
-379
-99% -$1.05K ﹤0.01% 5454
2025
Q2 		$1K Buy
381
+333
+694% +$972 ﹤0.01% 5043
2025
Q1 		$0 Buy
48
+38
+380% +$189 ﹤0.01% 5152
2024
Q4 		$0 Buy
10
+2
+25% +$11 ﹤0.01% 5081
2024
Q3 		$0 Sell
8
-11
-58% -$72 ﹤0.01% 5046
2024
Q2 		$0 Buy
19
+17
+850% +$98 ﹤0.01% 4831
2024
Q1 		$0 Buy
+2
New +$14 ﹤0.01% 4610

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OBIO Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Orchestra BioMed (OBIO) in Q4 2025, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in OBIO in Q1 2024 and held it in 7 quarters. The position peaked at $1K in Q2 2025. 63 funds tracked by Wall St. Rank hold OBIO as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Orchestra BioMed position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Orchestra BioMed shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Orchestra BioMed in Q1 2024 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Orchestra BioMed position peaked at $1K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Orchestra BioMed as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.