Carson Wealth (CWM LLC)
ARQ icon

Carson Wealth (CWM LLC)’s Arq ARQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARQ Stock Details ARQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41K Buy
16,034
+13,075
+442% +$41.9K ﹤0.01% 3948
2025
Q4 		$10K Buy
2,959
+2,508
+556% +$12.3K ﹤0.01% 4569
2025
Q3 		$3K Buy
451
+6
+1% +$40 ﹤0.01% 4957
2025
Q2 		$2K Buy
445
+342
+332% +$1.5K ﹤0.01% 4947
2025
Q1 		$0 Buy
103
+8
+8% +$45 ﹤0.01% 5234
2024
Q4 		$1K Sell
95
-13
-12% -$86 ﹤0.01% 4842
2024
Q3 		$1K Sell
108
-12
-10% -$73 ﹤0.01% 4753
2024
Q2 		$1K Buy
+120
New +$828 ﹤0.01% 4526

Other funds holding ARQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Arq (ARQ) stake by 442% in Q1 2026, buying an estimated $41.9K and bringing the position to 16,034 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #3948.

Carson Wealth (CWM LLC) first reported a position in ARQ in Q2 2024 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold ARQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,034 shares of Arq worth $41K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,075 Arq shares in Q1 2026, an estimated $41.9K.
  • Arq made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3948 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arq in Q2 2024 and has held it in 8 quarters since.
  • 96 funds tracked by Wall St. Rank held Arq as of Q1 2026.

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