Carson Wealth (CWM LLC)
VERA icon

Carson Wealth (CWM LLC)’s Vera Therapeutics VERA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Buy
375
+218
+139% +$9.39K ﹤0.01% 4582
2025
Q4 		$8K Buy
157
+46
+41% +$1.63K ﹤0.01% 4669
2025
Q3 		$3K Buy
111
+7
+7% +$162 ﹤0.01% 4952
2025
Q2 		$2K Sell
104
-123
-54% -$2.77K ﹤0.01% 4937
2025
Q1 		$5K Buy
227
+203
+846% +$6.52K ﹤0.01% 4494
2024
Q4 		$1K Buy
24
+10
+71% +$443 ﹤0.01% 4832
2024
Q3 		$1K Buy
14
+4
+40% +$152 ﹤0.01% 4739
2024
Q2 		$0 Buy
10
+9
+900% +$357 ﹤0.01% 4970
2024
Q1 		$0 Buy
+1
New +$36 ﹤0.01% 4779

Other funds holding VERA

ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vera Therapeutics (VERA) stake by 139% in Q1 2026, buying an estimated $9.39K and bringing the position to 375 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4582.

Carson Wealth (CWM LLC) first reported a position in VERA in Q1 2024 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold VERA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 375 shares of Vera Therapeutics worth $15.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 218 Vera Therapeutics shares in Q1 2026, an estimated $9.39K.
  • Vera Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4582 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vera Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • 229 funds tracked by Wall St. Rank held Vera Therapeutics as of Q1 2026.

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