Carson Wealth (CWM LLC)
ASLE icon

Carson Wealth (CWM LLC)’s AerSale ASLE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASLE Stock Details ASLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.2K Buy
9,513
+3,120
+49% +$22.3K ﹤0.01% 3691
2025
Q4 		$45K Buy
6,393
+3,208
+101% +$22.5K ﹤0.01% 3675
2025
Q3 		$26K Buy
3,185
+325
+11% +$2.45K ﹤0.01% 3959
2025
Q2 		$17K Sell
2,860
-221
-7% -$1.42K ﹤0.01% 3990
2025
Q1 		$23K Buy
3,081
+242
+9% +$1.73K ﹤0.01% 3551
2024
Q4 		$18K Buy
2,839
+591
+26% +$3.39K ﹤0.01% 3492
2024
Q3 		$11K Buy
2,248
+121
+6% +$699 ﹤0.01% 3716
2024
Q2 		$15K Buy
2,127
+2,000
+1,575% +$14.3K ﹤0.01% 3284
2024
Q1 		$1K Buy
127
+46
+57% +$424 ﹤0.01% 4067
2023
Q4 		$1K Sell
81
-14
-15% -$203 ﹤0.01% 3889
2023
Q3 		$1K Sell
95
-176
-65% -$2.54K ﹤0.01% 3917
2023
Q2 		$4K Buy
+271
New +$4.35K ﹤0.01% 3494

Other funds holding ASLE

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AerSale (ASLE) stake by 49% in Q1 2026, buying an estimated $22.3K and bringing the position to 9,513 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

Carson Wealth (CWM LLC) first reported a position in ASLE in Q2 2023 and has held it in 12 quarters since. 145 funds tracked by Wall St. Rank hold ASLE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,513 shares of AerSale worth $59.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,120 AerSale shares in Q1 2026, an estimated $22.3K.
  • AerSale made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3691 holding.
  • Carson Wealth (CWM LLC) first reported a position in AerSale in Q2 2023 and has held it in 12 quarters since.
  • 145 funds tracked by Wall St. Rank held AerSale as of Q1 2026.

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