Carson Wealth (CWM LLC)
AD

Carson Wealth (CWM LLC)’s Array Digital Infrastructure AD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3K Buy
288
+22
+8% +$1.1K ﹤0.01% 4660
2025
Q4 		$14K Buy
266
+88
+49% +$4.34K ﹤0.01% 4393
2025
Q3 		$9K Sell
178
-40
-18% -$2.48K ﹤0.01% 4539
2025
Q2 		$14K Sell
218
-19
-8% -$1.21K ﹤0.01% 4132
2025
Q1 		$16K Buy
237
+53
+29% +$3.43K ﹤0.01% 3852
2024
Q4 		$12K Buy
184
+8
+5% +$489 ﹤0.01% 3784
2024
Q3 		$10K Buy
176
+7
+4% +$383 ﹤0.01% 3804
2024
Q2 		$9K Buy
169
+8
+5% +$352 ﹤0.01% 3635
2024
Q1 		$6K Buy
161
+2
+1% +$78 ﹤0.01% 3615
2023
Q4 		$7K Hold
159
– – ﹤0.01% 3379
2023
Q3 		$7K Sell
159
-10
-6% -$324 ﹤0.01% 3331
2023
Q2 		$3K Sell
169
-108
-39% -$1.92K ﹤0.01% 3708
2023
Q1 		$6K Buy
277
+184
+198% +$4.12K ﹤0.01% 3242
2022
Q4 		$2K Sell
93
-748
-89% -$17.9K ﹤0.01% 3636
2022
Q3 		$22K Sell
841
-129
-13% -$3.7K ﹤0.01% 2176
2022
Q2 		$28K Buy
970
+147
+18% +$4.41K ﹤0.01% 1934
2022
Q1 		$25K Buy
823
+414
+101% +$12.5K ﹤0.01% 1954
2021
Q4 		$13K Buy
+409
New +$12.9K ﹤0.01% 2222
2021
Q2 		$15K Hold
400
– – ﹤0.01% 1938
2021
Q1 		$15K Hold
400
– – ﹤0.01% 1937
2020
Q4 		$15K Hold
400
– – ﹤0.01% 1937
2020
Q3 		$15K Hold
400
– – ﹤0.01% 1937
2020
Q2 		$15K Hold
400
– – ﹤0.01% 1937
2020
Q1 		$15K Hold
400
– – ﹤0.01% 1936
2019
Q4 		$15K Hold
400
– – ﹤0.01% 1936
2019
Q3 		$15K Hold
400
– – ﹤0.01% 1936
2019
Q2 		$15K Hold
400
– – ﹤0.01% 1936
2019
Q1 		$15K Buy
+400
New +$20.9K ﹤0.01% 1936

Other funds holding AD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Array Digital Infrastructure (AD) stake by 8.3% in Q1 2026, buying an estimated $1.1K and bringing the position to 288 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4660.

Carson Wealth (CWM LLC) first reported a position in AD in Q1 2019 and has held it in 28 quarters since. The position peaked at $28K in Q2 2022. 147 funds tracked by Wall St. Rank hold AD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 288 shares of Array Digital Infrastructure worth $13.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22 Array Digital Infrastructure shares in Q1 2026, an estimated $1.1K.
  • Array Digital Infrastructure made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4660 holding.
  • Carson Wealth (CWM LLC) first reported a position in Array Digital Infrastructure in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Array Digital Infrastructure position peaked at $28K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q1 2026.

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