Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ovid Therapeutics OVID Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OVID Stock Details OVID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed – – 5563
2025
Q3 		$0 Sell
23
-1,483
-98% -$1.28K ﹤0.01% 5463
2025
Q2 		$0 Buy
1,506
+57
+4% +$17 ﹤0.01% 5251
2025
Q1 		$0 Sell
1,449
-91
-6% -$56 ﹤0.01% 5157
2024
Q4 		$1K Buy
1,540
+830
+117% +$929 ﹤0.01% 4768
2024
Q3 		$1K Buy
710
+334
+89% +$349 ﹤0.01% 4665
2024
Q2 		$0 Buy
376
+371
+7,420% +$1.03K ﹤0.01% 4845
2024
Q1 		$0 Buy
+5
New +$17 ﹤0.01% 4629

Other funds holding OVID

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
ABG
Ally Bridge Group New York $124M AUM 249.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OVID Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Ovid Therapeutics (OVID) in Q4 2025, closing a stake of 23 shares.

Carson Wealth (CWM LLC) first reported a position in OVID in Q1 2024 and held it in 7 quarters. The position peaked at $1K in Q4 2024. 84 funds tracked by Wall St. Rank hold OVID as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Ovid Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 23 Ovid Therapeutics shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Ovid Therapeutics in Q1 2024 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Ovid Therapeutics position peaked at $1K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Ovid Therapeutics as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.