Carson Wealth (CWM LLC)
ACIC icon

Carson Wealth (CWM LLC)’s American Coastal Insurance ACIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACIC Stock Details ACIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17K Sell
1,514
-1
-0.1% -$11 ﹤0.01% 4517
2025
Q4 		$19K Buy
1,515
+138
+10% +$1.67K ﹤0.01% 4188
2025
Q3 		$16K Buy
1,377
+980
+247% +$10.7K ﹤0.01% 4238
2025
Q2 		$4K Sell
397
-370
-48% -$4.08K ﹤0.01% 4657
2025
Q1 		$9K Buy
767
+225
+42% +$2.74K ﹤0.01% 4131
2024
Q4 		$7K Buy
542
+196
+57% +$2.45K ﹤0.01% 4025
2024
Q3 		$4K Sell
346
-6
-2% -$67 ﹤0.01% 4156
2024
Q2 		$4K Buy
352
+349
+11,633% +$3.92K ﹤0.01% 3925
2024
Q1 		$0 Buy
+3
New +$34 ﹤0.01% 4277

Other funds holding ACIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its American Coastal Insurance (ACIC) stake by 0.07% in Q1 2026, selling an estimated $11 and leaving 1,514 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4517.

Carson Wealth (CWM LLC) first reported a position in ACIC in Q1 2024 and has held it in 9 quarters since. The position peaked at $19K in Q4 2025. 150 funds tracked by Wall St. Rank hold ACIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,514 shares of American Coastal Insurance worth $17K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 American Coastal Insurance share in Q1 2026, an estimated $11.
  • American Coastal Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4517 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Coastal Insurance in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s American Coastal Insurance position peaked at $19K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2026.

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