Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Oric Pharmaceuticals ORIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ORIC Stock Details ORIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153K Buy
12,095
+58
+0.5% +$658 ﹤0.01% 2944
2025
Q4 		$98K Sell
12,037
-256
-2% -$2.95K ﹤0.01% 3080
2025
Q3 		$148K Sell
12,293
-164
-1% -$1.73K ﹤0.01% 2682
2025
Q2 		$126K Buy
12,457
+9,366
+303% +$62.9K ﹤0.01% 2529
2025
Q1 		$17K Buy
3,091
+2,969
+2,434% +$26K ﹤0.01% 3808
2024
Q4 		$1K Buy
122
+78
+177% +$716 ﹤0.01% 4767
2024
Q3 		$0 Buy
44
+24
+120% +$237 ﹤0.01% 5057
2024
Q2 		$0 Buy
20
+17
+567% +$152 ﹤0.01% 4842
2024
Q1 		$0 Buy
+3
New +$36 ﹤0.01% 4626

Other funds holding ORIC

NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Oric Pharmaceuticals (ORIC) stake by 0.48% in Q1 2026, buying an estimated $658 and bringing the position to 12,095 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Carson Wealth (CWM LLC) first reported a position in ORIC in Q1 2024 and has held it in 9 quarters since. 182 funds tracked by Wall St. Rank hold ORIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,095 shares of Oric Pharmaceuticals worth $153K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 58 Oric Pharmaceuticals shares in Q1 2026, an estimated $658.
  • Oric Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2944 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oric Pharmaceuticals in Q1 2024 and has held it in 9 quarters since.
  • 182 funds tracked by Wall St. Rank held Oric Pharmaceuticals as of Q1 2026.

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