Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ACI Worldwide ACIW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$764K Buy
18,623
+2,334
+14% +$98K ﹤0.01% 1714
2025
Q4 		$779K Sell
16,289
-3,251
-17% -$158K ﹤0.01% 1651
2025
Q3 		$1.03M Buy
19,540
+15,228
+353% +$720K ﹤0.01% 1388
2025
Q2 		$198K Sell
4,312
-178
-4% -$8.75K ﹤0.01% 2175
2025
Q1 		$246K Buy
4,490
+825
+23% +$43.8K ﹤0.01% 1789
2024
Q4 		$190K Buy
3,665
+511
+16% +$27.2K ﹤0.01% 1849
2024
Q3 		$161K Buy
3,154
+1,832
+139% +$83.7K ﹤0.01% 1875
2024
Q2 		$52K Buy
1,322
+1,143
+639% +$39.8K ﹤0.01% 2447
2024
Q1 		$6K Buy
179
+132
+281% +$4.08K ﹤0.01% 3552
2023
Q4 		$1K Sell
47
-342
-88% -$8.56K ﹤0.01% 3877
2023
Q3 		$9K Hold
389
– – ﹤0.01% 3159
2023
Q2 		$9K Sell
389
-1
-0.3% -$24 ﹤0.01% 3119
2023
Q1 		$11K Sell
390
-633
-62% -$16.8K ﹤0.01% 2872
2022
Q4 		$24K Buy
1,023
+279
+38% +$6.01K ﹤0.01% 2227
2022
Q3 		$16K Buy
744
+667
+866% +$16.6K ﹤0.01% 2358
2022
Q2 		$2K Buy
+77
New +$2.07K ﹤0.01% 3288
2022
Q1 		– Sell
-49
Closed -$2K – 3488
2021
Q4 		$2K Buy
+49
New +$1.57K ﹤0.01% 3077
2021
Q2 		$2K Hold
49
– – ﹤0.01% 2606
2021
Q1 		$2K Hold
49
– – ﹤0.01% 2606
2020
Q4 		$2K Hold
49
– – ﹤0.01% 2606
2020
Q3 		$2K Hold
49
– – ﹤0.01% 2606
2020
Q2 		$2K Hold
49
– – ﹤0.01% 2606
2020
Q1 		$2K Hold
49
– – ﹤0.01% 2606
2019
Q4 		$2K Hold
49
– – ﹤0.01% 2606
2019
Q3 		$2K Hold
49
– – ﹤0.01% 2606
2019
Q2 		$2K Hold
49
– – ﹤0.01% 2606
2019
Q1 		$2K Buy
+49
New +$1.49K ﹤0.01% 2606

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ACI Worldwide (ACIW) stake by 14% in Q1 2026, buying an estimated $98K and bringing the position to 18,623 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Carson Wealth (CWM LLC) first reported a position in ACIW in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.03M in Q3 2025. 380 funds tracked by Wall St. Rank hold ACIW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,623 shares of ACI Worldwide worth $764K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,334 ACI Worldwide shares in Q1 2026, an estimated $98K.
  • ACI Worldwide made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1714 holding.
  • Carson Wealth (CWM LLC) first reported a position in ACI Worldwide in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s ACI Worldwide position peaked at $1.03M in Q3 2025.
  • 380 funds tracked by Wall St. Rank held ACI Worldwide as of Q1 2026.

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