Carson Wealth (CWM LLC)
AGNT

Carson Wealth (CWM LLC)’s AGNT Inc AGNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
19,663
+10,593
+117% +$81.9K ﹤0.01% 3121
2025
Q4 		$82K Buy
9,070
+7,832
+633% +$82.7K ﹤0.01% 3210
2025
Q3 		$13K Buy
1,238
+69
+6% +$730 ﹤0.01% 4346
2025
Q2 		$11K Buy
1,169
+810
+226% +$7.07K ﹤0.01% 4233
2025
Q1 		$4K Sell
359
-168
-32% -$1.78K ﹤0.01% 4528
2024
Q4 		$6K Buy
527
+81
+18% +$1.07K ﹤0.01% 4107
2024
Q3 		$6K Buy
446
+62
+16% +$799 ﹤0.01% 3999
2024
Q2 		$4K Sell
384
-1,139
-75% -$12.5K ﹤0.01% 3950
2024
Q1 		$16K Buy
1,523
+252
+20% +$3.09K ﹤0.01% 3039
2023
Q4 		$20K Sell
1,271
-176
-12% -$2.46K ﹤0.01% 2772
2023
Q3 		$23K Buy
1,447
+117
+9% +$2.41K ﹤0.01% 2596
2023
Q2 		$27K Buy
1,330
+47
+4% +$703 ﹤0.01% 2430
2023
Q1 		$16K Buy
1,283
+721
+128% +$9.62K ﹤0.01% 2645
2022
Q4 		$6K Buy
562
+510
+981% +$6.18K ﹤0.01% 3072
2022
Q3 		$1K Sell
52
-425
-89% -$5.93K ﹤0.01% 3646
2022
Q2 		$6K Buy
477
+16
+3% +$231 ﹤0.01% 2873
2022
Q1 		$10K Sell
461
-17
-4% -$445 ﹤0.01% 2466
2021
Q4 		$16K Buy
+478
New +$19.7K ﹤0.01% 2102
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2425
2021
Q1 		$4K Sell
100
-100
-50% -$5.33K ﹤0.01% 2425
2020
Q4 		$4K Hold
200
– – ﹤0.01% 2424
2020
Q3 		$4K Hold
200
– – ﹤0.01% 2424
2020
Q2 		$4K Hold
200
– – ﹤0.01% 2424
2020
Q1 		$4K Hold
200
– – ﹤0.01% 2424
2019
Q4 		$4K Hold
200
– – ﹤0.01% 2423
2019
Q3 		$4K Hold
200
– – ﹤0.01% 2423
2019
Q2 		$4K Hold
200
– – ﹤0.01% 2423
2019
Q1 		$4K Buy
+200
New +$1.03K ﹤0.01% 2423

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AGNT Inc (AGNT) stake by 117% in Q1 2026, buying an estimated $81.9K and bringing the position to 19,663 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Carson Wealth (CWM LLC) first reported a position in AGNT in Q1 2019 and has held it in 28 quarters since. 228 funds tracked by Wall St. Rank hold AGNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,663 shares of AGNT Inc worth $118K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,593 AGNT Inc shares in Q1 2026, an estimated $81.9K.
  • AGNT Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3121 holding.
  • Carson Wealth (CWM LLC) first reported a position in AGNT Inc in Q1 2019 and has held it in 28 quarters since.
  • 228 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2026.

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