Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Enact Holdings ACT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$600K Sell
14,711
-133
-0.9% -$5.44K ﹤0.01% 1884
2025
Q4 		$588K Buy
14,844
+1,033
+7% +$38.9K ﹤0.01% 1816
2025
Q3 		$530K Sell
13,811
-560
-4% -$20.8K ﹤0.01% 1762
2025
Q2 		$534K Buy
14,371
+160
+1% +$5.68K ﹤0.01% 1559
2025
Q1 		$494K Buy
14,211
+6,983
+97% +$233K ﹤0.01% 1445
2024
Q4 		$234K Sell
7,228
-364
-5% -$12.6K ﹤0.01% 1724
2024
Q3 		$276K Buy
7,592
+1,416
+23% +$48.3K ﹤0.01% 1590
2024
Q2 		$189K Buy
6,176
+3,949
+177% +$120K ﹤0.01% 1617
2024
Q1 		$69K Buy
2,227
+2,206
+10,505% +$62.6K ﹤0.01% 2094
2023
Q4 		$1K Buy
21
+1
+5% +$28 ﹤0.01% 3879
2023
Q3 		$1K Hold
20
– – ﹤0.01% 3901
2023
Q2 		$1K Buy
+20
New +$488 ﹤0.01% 3886

Other funds holding ACT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Enact Holdings (ACT) stake by 0.9% in Q1 2026, selling an estimated $5.44K and leaving 14,711 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Carson Wealth (CWM LLC) first reported a position in ACT in Q2 2023 and has held it in 12 quarters since. 252 funds tracked by Wall St. Rank hold ACT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,711 shares of Enact Holdings worth $600K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 133 Enact Holdings shares in Q1 2026, an estimated $5.44K.
  • Enact Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1884 holding.
  • Carson Wealth (CWM LLC) first reported a position in Enact Holdings in Q2 2023 and has held it in 12 quarters since.
  • 252 funds tracked by Wall St. Rank held Enact Holdings as of Q1 2026.

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