Carson Wealth (CWM LLC)
PVLA

Carson Wealth (CWM LLC)’s Palvella Therapeutics PVLA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.36K Buy
35
+9
+35% +$939 ﹤0.01% 5073
2025
Q4 		$3K Buy
26
+9
+53% +$768 ﹤0.01% 5038
2025
Q3 		$1K Buy
+17
New +$758 ﹤0.01% 5226

Other funds holding PVLA

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Palvella Therapeutics (PVLA) stake by 35% in Q1 2026, buying an estimated $939 and bringing the position to 35 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #5073.

Carson Wealth (CWM LLC) first reported a position in PVLA in Q3 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold PVLA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35 shares of Palvella Therapeutics worth $4.36K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9 Palvella Therapeutics shares in Q1 2026, an estimated $939.
  • Palvella Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5073 holding.
  • Carson Wealth (CWM LLC) first reported a position in Palvella Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q1 2026.

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