Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Angi Inc ANGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ANGI Stock Details ANGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.7K Buy
9,150
+6,369
+229% +$63.8K ﹤0.01% 3640
2025
Q4 		$36K Sell
2,781
-10,537
-79% -$136K ﹤0.01% 3826
2025
Q3 		$217K Sell
13,318
-2,085
-14% -$35.7K ﹤0.01% 2375
2025
Q2 		$235K Buy
15,403
+14,957
+3,354% +$216K ﹤0.01% 2034
2025
Q1 		$7K Buy
+446
New +$7.6K ﹤0.01% 4260
2024
Q4 		– Sell
-7
Closed – – 4886
2024
Q3 		$0 Sell
7
-27
-79% -$650 ﹤0.01% 4801
2024
Q2 		$1K Buy
34
+32
+1,600% +$692 ﹤0.01% 4301
2024
Q1 		$0 Buy
+2
New +$51 ﹤0.01% 4291
2023
Q4 		– Sell
-50
Closed -$1K – 4107
2023
Q3 		$1K Hold
50
– – ﹤0.01% 3913
2023
Q2 		$2K Buy
+50
New +$1.4K ﹤0.01% 3744
2014
Q1 		– Sell
-270
Closed -$41K – 162
2013
Q4 		$41K Buy
270
+57
+27% +$8.14K 0.01% 285
2013
Q3 		$48K Buy
+213
New +$49.6K 0.01% 190

Other funds holding ANGI

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SM
Soapstone Management Bethesda, Maryland $138M AUM 13.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Angi Inc (ANGI) stake by 229% in Q1 2026, buying an estimated $63.8K and bringing the position to 9,150 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

Carson Wealth (CWM LLC) first reported a position in ANGI in Q3 2013 and has held it in 12 quarters since. The position peaked at $235K in Q2 2025. 221 funds tracked by Wall St. Rank hold ANGI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,150 shares of Angi Inc worth $62.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,369 Angi Inc shares in Q1 2026, an estimated $63.8K.
  • Angi Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3640 holding.
  • Carson Wealth (CWM LLC) first reported a position in Angi Inc in Q3 2013 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Angi Inc position peaked at $235K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Angi Inc as of Q1 2026.

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