Carson Wealth (CWM LLC)
ALIT icon

Carson Wealth (CWM LLC)’s Alight ALIT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$395K Buy
33,864
+28,675
+553% +$683K ﹤0.01% 2192
2025
Q4 		$202K Buy
5,189
+3,772
+266% +$188K ﹤0.01% 2570
2025
Q3 		$92K Sell
1,417
-4,304
-75% -$380K ﹤0.01% 3041
2025
Q2 		$648K Buy
5,721
+5,466
+2,144% +$585K ﹤0.01% 1477
2025
Q1 		$30K Buy
255
+200
+364% +$26.3K ﹤0.01% 3375
2024
Q4 		$8K Buy
55
+38
+224% +$5.58K ﹤0.01% 3963
2024
Q3 		$3K Sell
17
-90
-84% -$12.9K ﹤0.01% 4236
2024
Q2 		$16K Sell
107
-57
-35% -$9.49K ﹤0.01% 3248
2024
Q1 		$32K Buy
164
+62
+61% +$11.2K ﹤0.01% 2591
2023
Q4 		$17K Sell
102
-4
-4% -$591 ﹤0.01% 2860
2023
Q3 		$15K Sell
106
-1
-0.9% -$168 ﹤0.01% 2860
2023
Q2 		$20K Sell
107
-4
-4% -$710 ﹤0.01% 2627
2023
Q1 		$20K Buy
111
+4
+4% +$734 ﹤0.01% 2494
2022
Q4 		$18K Buy
107
+5
+5% +$833 ﹤0.01% 2432
2022
Q3 		$15K Hold
102
– – ﹤0.01% 2408
2022
Q2 		$14K Buy
+102
New +$16.7K ﹤0.01% 2345
2022
Q1 		– Sell
-100
Closed -$22K – 3498
2021
Q4 		$22K Buy
+100
New +$21.7K ﹤0.01% 1931

Other funds holding ALIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Alight (ALIT) stake by 553% in Q1 2026, buying an estimated $683K and bringing the position to 33,864 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Carson Wealth (CWM LLC) first reported a position in ALIT in Q4 2021 and has held it in 17 quarters since. The position peaked at $648K in Q2 2025. 278 funds tracked by Wall St. Rank hold ALIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,864 shares of Alight worth $395K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,675 Alight shares in Q1 2026, an estimated $683K.
  • Alight made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2192 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alight in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Alight position peaked at $648K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held Alight as of Q1 2026.

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