Carson Wealth (CWM LLC)
OMER icon

Carson Wealth (CWM LLC)’s Omeros OMER Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OMER Stock Details OMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Buy
1,412
+180
+15% +$2.12K ﹤0.01% 4589
2025
Q4 		$21K Sell
1,232
-28
-2% -$241 ﹤0.01% 4147
2025
Q3 		$5K Buy
1,260
+651
+107% +$2.58K ﹤0.01% 4745
2025
Q2 		$2K Sell
609
-1,563
-72% -$7.79K ﹤0.01% 4908
2025
Q1 		$18K Buy
2,172
+15
+0.7% +$132 ﹤0.01% 3759
2024
Q4 		$21K Buy
2,157
+45
+2% +$309 ﹤0.01% 3408
2024
Q3 		$8K Sell
2,112
-26
-1% -$111 ﹤0.01% 3895
2024
Q2 		$9K Buy
+2,138
New +$7.64K ﹤0.01% 3617
2023
Q4 		– Sell
-670
Closed -$2K – 4407
2023
Q3 		$2K Hold
670
– – ﹤0.01% 3842
2023
Q2 		$4K Hold
670
– – ﹤0.01% 3549
2023
Q1 		$3K Hold
670
– – ﹤0.01% 3545
2022
Q4 		$2K Hold
670
– – ﹤0.01% 3605
2022
Q3 		$2K Hold
670
– – ﹤0.01% 3511
2022
Q2 		$2K Buy
+670
New +$2.27K ﹤0.01% 3382

Other funds holding OMER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Omeros (OMER) stake by 15% in Q1 2026, buying an estimated $2.12K and bringing the position to 1,412 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4589.

Carson Wealth (CWM LLC) first reported a position in OMER in Q2 2022 and has held it in 14 quarters since. The position peaked at $21K in Q4 2025. 161 funds tracked by Wall St. Rank hold OMER as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,412 shares of Omeros worth $14.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 180 Omeros shares in Q1 2026, an estimated $2.12K.
  • Omeros made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4589 holding.
  • Carson Wealth (CWM LLC) first reported a position in Omeros in Q2 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Omeros position peaked at $21K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Omeros as of Q1 2026.

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