Carson Wealth (CWM LLC)
WVE icon

Carson Wealth (CWM LLC)’s Wave Life Sciences WVE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WVE Stock Details WVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108K Buy
14,851
+12,734
+602% +$166K ﹤0.01% 3199
2025
Q4 		$36K Buy
2,117
+2,086
+6,729% +$21.2K ﹤0.01% 3839
2025
Q3 		$0 Hold
31
– – ﹤0.01% 5582
2025
Q2 		$0 Buy
31
+1
+3% +$7 ﹤0.01% 5333
2025
Q1 		$0 Buy
30
+16
+114% +$175 ﹤0.01% 5229
2024
Q4 		$0 Sell
14
-3
-18% -$40 ﹤0.01% 5197
2024
Q3 		$0 Buy
+17
New +$102 ﹤0.01% 5195
2024
Q2 		– Sell
-2
Closed – – 4986
2024
Q1 		$0 Buy
+2
New +$10 ﹤0.01% 4800

Other funds holding WVE

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
GP
GSK plc London $602M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Wave Life Sciences (WVE) stake by 602% in Q1 2026, buying an estimated $166K and bringing the position to 14,851 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Carson Wealth (CWM LLC) first reported a position in WVE in Q1 2024 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold WVE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,851 shares of Wave Life Sciences worth $108K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,734 Wave Life Sciences shares in Q1 2026, an estimated $166K.
  • Wave Life Sciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3199 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wave Life Sciences in Q1 2024 and has held it in 8 quarters since.
  • 232 funds tracked by Wall St. Rank held Wave Life Sciences as of Q1 2026.

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