Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Acacia Research ACTG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,000
Closed -$2K – 684
2015
Q3 		$2K Buy
+3,000
New +$27K ﹤0.01% 565

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Acacia Research (ACTG) stake by 47% in Q1 2026, buying an estimated $6.25K and bringing the position to 4,641 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4338.

Carson Wealth (CWM LLC) first reported a position in ACTG in Q4 2013 and has held it in 49 quarters since. The position peaked at $19M in Q3 2015. 118 funds tracked by Wall St. Rank hold ACTG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,641 shares of Acacia Research worth $22.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,483 Acacia Research shares in Q1 2026, an estimated $6.25K.
  • Acacia Research made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4338 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acacia Research in Q4 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s Acacia Research position peaked at $19M in Q3 2015.
  • 118 funds tracked by Wall St. Rank held Acacia Research as of Q1 2026.

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