Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Arteris AIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$671K Buy
40,790
+16,661
+69% +$264K ﹤0.01% 1808
2025
Q4 		$374K Buy
24,129
+14,105
+141% +$204K ﹤0.01% 2101
2025
Q3 		$101K Sell
10,024
-232
-2% -$2.21K ﹤0.01% 2976
2025
Q2 		$98K Buy
10,256
+43
+0.4% +$317 ﹤0.01% 2738
2025
Q1 		$71K Buy
10,213
+10,005
+4,810% +$95.6K ﹤0.01% 2693
2024
Q4 		$2K Buy
208
+43
+26% +$355 ﹤0.01% 4490
2024
Q3 		$1K Buy
165
+50
+43% +$386 ﹤0.01% 4498
2024
Q2 		$1K Hold
115
– – ﹤0.01% 4294
2024
Q1 		$1K Sell
115
-17
-13% -$110 ﹤0.01% 4059
2023
Q4 		$1K Hold
132
– – ﹤0.01% 3883
2023
Q3 		$1K Hold
132
– – ﹤0.01% 3907
2023
Q2 		$1K Hold
132
– – ﹤0.01% 3892
2023
Q1 		$1K Hold
132
– – ﹤0.01% 3760
2022
Q4 		$1K Buy
+132
New +$665 ﹤0.01% 3677

Other funds holding AIP

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Arteris (AIP) stake by 69% in Q1 2026, buying an estimated $264K and bringing the position to 40,790 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Carson Wealth (CWM LLC) first reported a position in AIP in Q4 2022 and has held it in 14 quarters since. 152 funds tracked by Wall St. Rank hold AIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,790 shares of Arteris worth $671K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,661 Arteris shares in Q1 2026, an estimated $264K.
  • Arteris made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1808 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arteris in Q4 2022 and has held it in 14 quarters since.
  • 152 funds tracked by Wall St. Rank held Arteris as of Q1 2026.

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