Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Zura Bio ZURA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZURA Stock Details ZURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$690 Sell
116
-26
-18% -$157 ﹤0.01% 5446
2025
Q4 		$1K Sell
142
-696
-83% -$2.75K ﹤0.01% 5310
2025
Q3 		$4K Sell
838
-6,135
-88% -$11K ﹤0.01% 4861
2025
Q2 		$7K Buy
6,973
+3,530
+103% +$4.22K ﹤0.01% 4500
2025
Q1 		$4K Buy
3,443
+2,097
+156% +$3.31K ﹤0.01% 4579
2024
Q4 		$3K Buy
1,346
+412
+44% +$1.47K ﹤0.01% 4473
2024
Q3 		$4K Buy
934
+747
+399% +$2.79K ﹤0.01% 4224
2024
Q2 		$1K Buy
+187
New +$762 ﹤0.01% 4523

Other funds holding ZURA

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Zura Bio (ZURA) stake by 18% in Q1 2026, selling an estimated $157 and leaving 116 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #5446.

Carson Wealth (CWM LLC) first reported a position in ZURA in Q2 2024 and has held it in 8 quarters since. The position peaked at $7K in Q2 2025. 94 funds tracked by Wall St. Rank hold ZURA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 116 shares of Zura Bio worth $690 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26 Zura Bio shares in Q1 2026, an estimated $157.
  • Zura Bio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5446 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zura Bio in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Zura Bio position peaked at $7K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Zura Bio as of Q1 2026.

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