Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AlTi Global ALTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Buy
4,108
+2,157
+111% +$9.11K ﹤0.01% 4597
2025
Q4 		$9K Buy
1,951
+165
+9% +$681 ﹤0.01% 4576
2025
Q3 		$6K Sell
1,786
-136
-7% -$564 ﹤0.01% 4654
2025
Q2 		$8K Buy
1,922
+1,015
+112% +$3.5K ﹤0.01% 4379
2025
Q1 		$3K Buy
907
+415
+84% +$1.49K ﹤0.01% 4595
2024
Q4 		$2K Buy
492
+243
+98% +$1.03K ﹤0.01% 4491
2024
Q3 		$1K Buy
249
+205
+466% +$884 ﹤0.01% 4501
2024
Q2 		$0 Buy
44
+41
+1,367% +$197 ﹤0.01% 4563
2024
Q1 		$0 Buy
+3
New +$19 ﹤0.01% 4288

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AlTi Global (ALTI) stake by 111% in Q1 2026, buying an estimated $9.11K and bringing the position to 4,108 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4597.

Carson Wealth (CWM LLC) first reported a position in ALTI in Q1 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,108 shares of AlTi Global worth $14.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,157 AlTi Global shares in Q1 2026, an estimated $9.11K.
  • AlTi Global made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4597 holding.
  • Carson Wealth (CWM LLC) first reported a position in AlTi Global in Q1 2024 and has held it in 9 quarters since.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

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