CA
PARA

Carson Advisory’s Paramount Global Class B PARA Stock Holding History

Carson Advisory’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-56,918
Closed -$734K – 179
2025
Q2 		$734K Buy
56,918
+1,700
+3% +$19.9K 0.47% 56
2025
Q1 		$660K Buy
55,218
+10,204
+23% +$114K 0.44% 60
2024
Q4 		$471K Sell
45,014
-9,350
-17% -$100K 0.33% 73
2024
Q3 		$577K Buy
54,364
+1,004
+2% +$10.9K 0.36% 77
2024
Q2 		$554K Buy
53,360
+1,903
+4% +$22.3K 0.39% 75
2024
Q1 		$606K Buy
51,457
+1,827
+4% +$23K 0.43% 79
2023
Q4 		$734K Buy
49,630
+4,603
+10% +$61.6K 0.57% 54
2023
Q3 		$581K Buy
45,027
+1,402
+3% +$20.8K 0.51% 63
2023
Q2 		$694K Sell
43,625
-1,392
-3% -$25.1K 0.59% 54
2023
Q1 		$1M Sell
45,017
-588
-1% -$12.6K 0.89% 28
2022
Q4 		$770K Buy
45,605
+7,923
+21% +$146K 0.74% 40
2022
Q3 		$717K Buy
37,682
+1,903
+5% +$45.7K 0.79% 40
2022
Q2 		$883K Buy
35,779
+601
+2% +$18.3K 0.99% 30
2022
Q1 		$1.33M Buy
35,178
+4,503
+15% +$153K 1.32% 20
2021
Q4 		$926K Buy
+30,675
New +$1.06M 0.94% 30

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Carson Advisory's PARA Position: Q3 2025 in Review

Carson Advisory sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 56,918 shares — an estimated $734K sold.

Carson Advisory first reported a position in PARA in Q4 2021 and held it in 15 quarters. The position peaked at $1.33M in Q1 2022. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Carson Advisory reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Carson Advisory sold 56,918 Paramount Global Class B shares in Q3 2025, an estimated $734K.
  • Carson Advisory first reported a position in Paramount Global Class B in Q4 2021 and held it in 15 quarters.
  • Carson Advisory's Paramount Global Class B position peaked at $1.33M in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Carson Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.