Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Outset Medical OM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OM Stock Details OM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85K Buy
22,139
+18,459
+502% +$75.6K ﹤0.01% 3402
2025
Q4 		$14K Buy
3,680
+2,096
+132% +$18K ﹤0.01% 4380
2025
Q3 		$22K Buy
1,584
+1,251
+376% +$19.5K ﹤0.01% 4073
2025
Q2 		$6K Hold
333
– – ﹤0.01% 4550
2025
Q1 		$4K Buy
333
+266
+397% +$3.17K ﹤0.01% 4561
2024
Q4 		$1K Buy
+67
New +$836 ﹤0.01% 4763
2024
Q3 		– Sell
-151
Closed -$9K – 5049
2024
Q2 		$9K Buy
151
+146
+2,920% +$7.15K ﹤0.01% 3616
2024
Q1 		$0 Buy
+5
New +$253 ﹤0.01% 4618
2023
Q3 		– Sell
-3
Closed -$1K – 4439
2023
Q2 		$1K Hold
3
– – ﹤0.01% 4024
2023
Q1 		$1K Hold
3
– – ﹤0.01% 3884
2022
Q4 		$1K Sell
3
-3
-50% -$846 ﹤0.01% 3799
2022
Q3 		$1K Sell
6
-1
-14% -$268 ﹤0.01% 3715
2022
Q2 		$1K Buy
7
+6
+600% +$2.58K ﹤0.01% 3591
2022
Q1 		$1K Buy
+1
New +$602 ﹤0.01% 3386
2021
Q4 		– Hold
0
– – – 3606

Other funds holding OM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Outset Medical (OM) stake by 502% in Q1 2026, buying an estimated $75.6K and bringing the position to 22,139 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

Carson Wealth (CWM LLC) first reported a position in OM in Q1 2022 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold OM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,139 shares of Outset Medical worth $85K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,459 Outset Medical shares in Q1 2026, an estimated $75.6K.
  • Outset Medical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3402 holding.
  • Carson Wealth (CWM LLC) first reported a position in Outset Medical in Q1 2022 and has held it in 14 quarters since.
  • 99 funds tracked by Wall St. Rank held Outset Medical as of Q1 2026.

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