Carson Wealth (CWM LLC)
XBIT icon

Carson Wealth (CWM LLC)’s XBiotech XBIT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XBIT Stock Details XBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31 Sell
13
-10
-43% -$24 ﹤0.01% 5621
2025
Q4 		$0 Sell
23
-104
-82% -$256 ﹤0.01% 5685
2025
Q3 		$0 Sell
127
-474
-79% -$1.4K ﹤0.01% 5584
2025
Q2 		$2K Buy
601
+337
+128% +$980 ﹤0.01% 4944
2025
Q1 		$1K Buy
264
+238
+915% +$821 ﹤0.01% 5016
2024
Q4 		$0 Sell
26
-8
-24% -$55 ﹤0.01% 5200
2024
Q3 		$0 Buy
+34
New +$223 ﹤0.01% 5199
2022
Q3 		– Sell
-28
Closed – – 4218
2022
Q2 		$0 Buy
+28
New +$188 ﹤0.01% 4127

Other funds holding XBIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its XBiotech (XBIT) stake by 43% in Q1 2026, selling an estimated $24 and leaving 13 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #5621.

Carson Wealth (CWM LLC) first reported a position in XBIT in Q2 2022 and has held it in 8 quarters since. The position peaked at $2K in Q2 2025. 37 funds tracked by Wall St. Rank hold XBIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13 shares of XBiotech worth $31 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 10 XBiotech shares in Q1 2026, an estimated $24.
  • XBiotech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5621 holding.
  • Carson Wealth (CWM LLC) first reported a position in XBiotech in Q2 2022 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s XBiotech position peaked at $2K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held XBiotech as of Q1 2026.

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