Carson Wealth (CWM LLC)
OTLK icon

Carson Wealth (CWM LLC)’s Outlook Therapeutics OTLK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58 Hold
283
– – ﹤0.01% 5599
2025
Q4 		$0 Hold
283
– – ﹤0.01% 5561
2025
Q3 		$0 Sell
283
-8,855
-97% -$15.3K ﹤0.01% 5462
2025
Q2 		$15K Buy
9,138
+2,284
+33% +$3.64K ﹤0.01% 4089
2025
Q1 		$8K Buy
6,854
+5,977
+682% +$10.5K ﹤0.01% 4231
2024
Q4 		$2K Buy
877
+454
+107% +$1.87K ﹤0.01% 4587
2024
Q3 		$2K Sell
423
-42
-9% -$307 ﹤0.01% 4442
2024
Q2 		$3K Buy
465
+182
+64% +$1.46K ﹤0.01% 4107
2024
Q1 		$3K Hold
283
– – ﹤0.01% 3872
2023
Q4 		$2K Hold
283
– – ﹤0.01% 3827
2023
Q3 		$1K Buy
+283
New +$6.26K ﹤0.01% 4036

Other funds holding OTLK

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $126M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Outlook Therapeutics (OTLK) position steady in Q1 2026 at 283 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #5599.

Carson Wealth (CWM LLC) first reported a position in OTLK in Q3 2023 and has held it in 11 quarters since. The position peaked at $15K in Q2 2025. 54 funds tracked by Wall St. Rank hold OTLK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 283 shares of Outlook Therapeutics worth $58 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Outlook Therapeutics share count unchanged in Q1 2026.
  • Outlook Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5599 holding.
  • Carson Wealth (CWM LLC) first reported a position in Outlook Therapeutics in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Outlook Therapeutics position peaked at $15K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2026.

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