Carson Wealth (CWM LLC)
ZVRA icon

Carson Wealth (CWM LLC)’s Zevra Therapeutics ZVRA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.9K Sell
2,024
-291
-13% -$2.62K ﹤0.01% 4449
2025
Q4 		$21K Sell
2,315
-557
-19% -$5.27K ﹤0.01% 4153
2025
Q3 		$27K Buy
2,872
+2,297
+399% +$23K ﹤0.01% 3957
2025
Q2 		$5K Buy
575
+90
+19% +$730 ﹤0.01% 4647
2025
Q1 		$4K Sell
485
-18
-4% -$143 ﹤0.01% 4580
2024
Q4 		$4K Buy
503
+35
+7% +$299 ﹤0.01% 4364
2024
Q3 		$3K Buy
468
+37
+9% +$251 ﹤0.01% 4331
2024
Q2 		$2K Buy
431
+17
+4% +$81 ﹤0.01% 4280
2024
Q1 		$2K Buy
414
+254
+159% +$1.56K ﹤0.01% 4046
2023
Q4 		$1K Hold
160
– – ﹤0.01% 4070
2023
Q3 		$1K Hold
160
– – ﹤0.01% 4113
2023
Q2 		$1K Hold
160
– – ﹤0.01% 4102
2023
Q1 		$1K Hold
160
– – ﹤0.01% 3962
2022
Q4 		$1K Hold
160
– – ﹤0.01% 3880
2022
Q3 		$1K Hold
160
– – ﹤0.01% 3801
2022
Q2 		$1K Hold
160
– – ﹤0.01% 3681
2022
Q1 		$1K Sell
160
-250
-61% -$1.59K ﹤0.01% 3443
2021
Q4 		$4K Buy
+410
New +$3.66K ﹤0.01% 2900
2021
Q2 		$5K Hold
410
– – ﹤0.01% 2390
2021
Q1 		$5K Hold
410
– – ﹤0.01% 2390
2020
Q4 		$5K Buy
410
+384
+1,477% +$4.68K ﹤0.01% 2390
2020
Q3 		$5K Hold
26
– – ﹤0.01% 2390
2020
Q2 		$5K Hold
26
– – ﹤0.01% 2386
2020
Q1 		$5K Hold
26
– – ﹤0.01% 2386
2019
Q4 		$5K Hold
26
– – ﹤0.01% 2386
2019
Q3 		$5K Hold
26
– – ﹤0.01% 2386
2019
Q2 		$5K Hold
26
– – ﹤0.01% 2386
2019
Q1 		$5K Buy
+26
New +$956 ﹤0.01% 2385

Other funds holding ZVRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Zevra Therapeutics (ZVRA) stake by 13% in Q1 2026, selling an estimated $2.62K and leaving 2,024 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4449.

Carson Wealth (CWM LLC) first reported a position in ZVRA in Q1 2019 and has held it in 28 quarters since. The position peaked at $27K in Q3 2025. 148 funds tracked by Wall St. Rank hold ZVRA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,024 shares of Zevra Therapeutics worth $18.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 291 Zevra Therapeutics shares in Q1 2026, an estimated $2.62K.
  • Zevra Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4449 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zevra Therapeutics in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Zevra Therapeutics position peaked at $27K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q1 2026.

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