Carson Wealth (CWM LLC)
AIOT

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

Carson Wealth (CWM LLC)’s Portfolio AIOT Stock Details AIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.2K Buy
12,722
+6,057
+91% +$25.4K ﹤0.01% 3974
2025
Q4 		$35K Buy
6,665
+462
+7% +$2.36K ﹤0.01% 3859
2025
Q3 		$33K Buy
6,203
+5,502
+785% +$25.4K ﹤0.01% 3828
2025
Q2 		$3K Buy
701
+384
+121% +$1.9K ﹤0.01% 4834
2025
Q1 		$2K Buy
317
+194
+158% +$1.24K ﹤0.01% 4844
2024
Q4 		$1K Buy
123
+82
+200% +$492 ﹤0.01% 4856
2024
Q3 		$0 Buy
+41
New +$195 ﹤0.01% 5218

Other funds holding AIOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PowerFleet Inc (AIOT) stake by 91% in Q1 2026, buying an estimated $25.4K and bringing the position to 12,722 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3974.

Carson Wealth (CWM LLC) first reported a position in AIOT in Q3 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold AIOT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,722 shares of PowerFleet Inc worth $39.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,057 PowerFleet Inc shares in Q1 2026, an estimated $25.4K.
  • PowerFleet Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3974 holding.
  • Carson Wealth (CWM LLC) first reported a position in PowerFleet Inc in Q3 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held PowerFleet Inc as of Q1 2026.

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