Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s OraSure Technologies OSUR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3K Buy
4,774
+3,810
+395% +$10.9K ﹤0.01% 4623
2025
Q4 		$2K Sell
964
-2,065
-68% -$5.43K ﹤0.01% 5117
2025
Q3 		$10K Sell
3,029
-214
-7% -$672 ﹤0.01% 4487
2025
Q2 		$10K Sell
3,243
-4,005
-55% -$11.6K ﹤0.01% 4301
2025
Q1 		$24K Buy
7,248
+3,543
+96% +$13K ﹤0.01% 3540
2024
Q4 		$13K Sell
3,705
-179
-5% -$713 ﹤0.01% 3721
2024
Q3 		$17K Buy
3,884
+993
+34% +$4.27K ﹤0.01% 3471
2024
Q2 		$12K Sell
2,891
-695
-19% -$3.53K ﹤0.01% 3443
2024
Q1 		$22K Sell
3,586
-513
-13% -$3.73K ﹤0.01% 2837
2023
Q4 		$34K Buy
4,099
+106
+3% +$695 ﹤0.01% 2417
2023
Q3 		$24K Buy
3,993
+585
+17% +$3.28K ﹤0.01% 2569
2023
Q2 		$17K Hold
3,408
– – ﹤0.01% 2752
2023
Q1 		$21K Hold
3,408
– – ﹤0.01% 2476
2022
Q4 		$16K Buy
3,408
+27
+0.8% +$124 ﹤0.01% 2521
2022
Q3 		$13K Buy
3,381
+238
+8% +$860 ﹤0.01% 2524
2022
Q2 		$9K Buy
3,143
+2,843
+948% +$14.1K ﹤0.01% 2654
2022
Q1 		$2K Hold
300
– – ﹤0.01% 3208
2021
Q4 		$3K Buy
+300
New +$2.96K ﹤0.01% 3011

Other funds holding OSUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ACM
Altai Capital Management West Hollywood, California $49M AUM 4.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its OraSure Technologies (OSUR) stake by 395% in Q1 2026, buying an estimated $10.9K and bringing the position to 4,774 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4623.

Carson Wealth (CWM LLC) first reported a position in OSUR in Q4 2021 and has held it in 18 quarters since. The position peaked at $34K in Q4 2023. 142 funds tracked by Wall St. Rank hold OSUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,774 shares of OraSure Technologies worth $14.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,810 OraSure Technologies shares in Q1 2026, an estimated $10.9K.
  • OraSure Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4623 holding.
  • Carson Wealth (CWM LLC) first reported a position in OraSure Technologies in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s OraSure Technologies position peaked at $34K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held OraSure Technologies as of Q1 2026.

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