Carson Wealth (CWM LLC)
AKA icon

Carson Wealth (CWM LLC)’s a.k.a. Brands AKA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124 Sell
12
-2
-14% -$21 ﹤0.01% 5564
2025
Q4 		$0 Sell
14
-12
-46% -$145 ﹤0.01% 5349
2025
Q3 		$0 Sell
26
-26
-50% -$283 ﹤0.01% 5238
2025
Q2 		$1K Buy
52
+34
+189% +$376 ﹤0.01% 4959
2025
Q1 		$0 Buy
18
+5
+38% +$79 ﹤0.01% 5035
2024
Q4 		$0 Sell
13
-1
-7% -$22 ﹤0.01% 4881
2024
Q3 		$0 Buy
+14
New +$282 ﹤0.01% 4793

Other funds holding AKA

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its a.k.a. Brands (AKA) stake by 14% in Q1 2026, selling an estimated $21 and leaving 12 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #5564.

Carson Wealth (CWM LLC) first reported a position in AKA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1K in Q2 2025. 21 funds tracked by Wall St. Rank hold AKA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12 shares of a.k.a. Brands worth $124 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 a.k.a. Brands shares in Q1 2026, an estimated $21.
  • a.k.a. Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5564 holding.
  • Carson Wealth (CWM LLC) first reported a position in a.k.a. Brands in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s a.k.a. Brands position peaked at $1K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held a.k.a. Brands as of Q1 2026.

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