Carson Wealth (CWM LLC)
ASST icon

Carson Wealth (CWM LLC)’s Strive Inc ASST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21K Buy
+121
New +$1.5K ﹤0.01% 5369

Other funds holding ASST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Strive Inc (ASST) in Q1 2026: 121 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #5369 among its holdings.

138 funds tracked by Wall St. Rank hold ASST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 121 shares of Strive Inc worth $1.21K as of Q1 2026.
  • Strive Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Strive Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5369 holding.
  • 138 funds tracked by Wall St. Rank held Strive Inc as of Q1 2026.

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