Carson Wealth (CWM LLC)
AAMI

Carson Wealth (CWM LLC)’s Acadian Asset Management AAMI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267K Buy
4,899
+820
+20% +$43.2K ﹤0.01% 2480
2025
Q4 		$192K Sell
4,079
-22
-0.5% -$1.01K ﹤0.01% 2609
2025
Q3 		$198K Buy
4,101
+2,541
+163% +$113K ﹤0.01% 2454
2025
Q2 		$55K Buy
1,560
+337
+28% +$9.8K ﹤0.01% 3217
2025
Q1 		$32K Buy
1,223
+309
+34% +$7.77K ﹤0.01% 3353
2024
Q4 		$24K Buy
914
+110
+14% +$3.08K ﹤0.01% 3331
2024
Q3 		$20K Buy
804
+233
+41% +$5.59K ﹤0.01% 3376
2024
Q2 		$13K Buy
571
+195
+52% +$4.4K ﹤0.01% 3411
2024
Q1 		$9K Sell
376
-5
-1% -$108 ﹤0.01% 3429
2023
Q4 		$7K Sell
381
-66
-15% -$1.17K ﹤0.01% 3383
2023
Q3 		$9K Buy
447
+13
+3% +$269 ﹤0.01% 3218
2023
Q2 		$9K Hold
434
– – ﹤0.01% 3167
2023
Q1 		$10K Hold
434
– – ﹤0.01% 2976
2022
Q4 		$9K Buy
434
+293
+208% +$5.53K ﹤0.01% 2892
2022
Q3 		$2K Buy
141
+15
+12% +$269 ﹤0.01% 3566
2022
Q2 		$2K Buy
+126
New +$2.58K ﹤0.01% 3439

Other funds holding AAMI

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Acadian Asset Management (AAMI) stake by 20% in Q1 2026, buying an estimated $43.2K and bringing the position to 4,899 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Carson Wealth (CWM LLC) first reported a position in AAMI in Q2 2022 and has held it in 16 quarters since. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,899 shares of Acadian Asset Management worth $267K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 820 Acadian Asset Management shares in Q1 2026, an estimated $43.2K.
  • Acadian Asset Management made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2480 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acadian Asset Management in Q2 2022 and has held it in 16 quarters since.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

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