Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PAVmed PAVM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59K Buy
157
+1
+0.6% +$9 ﹤0.01% 5325
2025
Q4 		$1K Sell
156
-58
-27% -$662 ﹤0.01% 5264
2025
Q3 		$3K Hold
214
– – ﹤0.01% 4922
2025
Q2 		$4K Buy
214
+58
+37% +$1.16K ﹤0.01% 4702
2025
Q1 		$3K Hold
156
– – ﹤0.01% 4661
2024
Q4 		$3K Hold
156
– – ﹤0.01% 4440
2024
Q3 		$6K Hold
156
– – ﹤0.01% 4029
2024
Q2 		$4K Hold
156
– – ﹤0.01% 3987
2024
Q1 		$10K Hold
156
– – ﹤0.01% 3345
2023
Q4 		$19K Hold
156
– – ﹤0.01% 2807
2023
Q3 		$21K Hold
156
– – ﹤0.01% 2662
2023
Q2 		$29K Buy
156
+9
+6% +$1.8K ﹤0.01% 2399
2023
Q1 		$25K Hold
147
– – ﹤0.01% 2351
2022
Q4 		$32K Hold
147
– – ﹤0.01% 2043
2022
Q3 		$57K Buy
147
+9
+7% +$5.1K ﹤0.01% 1607
2022
Q2 		$58K Sell
138
-1
-0.7% -$483 ﹤0.01% 1563
2022
Q1 		$83K Hold
139
– – ﹤0.01% 1398
2021
Q4 		$154K Buy
+139
New +$302K ﹤0.01% 1130
2021
Q2 		$399K Hold
138
– – ﹤0.01% 716
2021
Q1 		$399K Hold
138
– – ﹤0.01% 716
2020
Q4 		$399K Hold
138
– – ﹤0.01% 716
2020
Q3 		$399K Hold
138
– – ﹤0.01% 716
2020
Q2 		$399K Hold
138
– – ﹤0.01% 716
2020
Q1 		$399K Hold
138
– – ﹤0.01% 716
2019
Q4 		$399K Hold
138
– – ﹤0.01% 716
2019
Q3 		$399K Hold
138
– – ﹤0.01% 716
2019
Q2 		$399K Hold
138
– – ﹤0.01% 716
2019
Q1 		$399K Buy
+138
New +$63.2K ﹤0.01% 716

Other funds holding PAVM

TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PAVmed (PAVM) stake by 0.64% in Q1 2026, buying an estimated $9 and bringing the position to 157 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #5325.

Carson Wealth (CWM LLC) first reported a position in PAVM in Q1 2019 and has held it in 28 quarters since. The position peaked at $399K in Q2 2021. 20 funds tracked by Wall St. Rank hold PAVM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 157 shares of PAVmed worth $1.59K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 PAVmed share in Q1 2026, an estimated $9.
  • PAVmed made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5325 holding.
  • Carson Wealth (CWM LLC) first reported a position in PAVmed in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s PAVmed position peaked at $399K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held PAVmed as of Q1 2026.

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