Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Asure Software ASUR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6K Buy
1,229
+489
+66% +$4.32K ﹤0.01% 4753
2025
Q4 		$7K Sell
740
-165
-18% -$1.39K ﹤0.01% 4683
2025
Q3 		$7K Sell
905
-67
-7% -$599 ﹤0.01% 4600
2025
Q2 		$9K Buy
972
+4
+0.4% +$39 ﹤0.01% 4333
2025
Q1 		$9K Buy
968
+37
+4% +$405 ﹤0.01% 4134
2024
Q4 		$9K Buy
931
+61
+7% +$561 ﹤0.01% 3905
2024
Q3 		$8K Buy
870
+38
+5% +$339 ﹤0.01% 3873
2024
Q2 		$7K Sell
832
-152
-15% -$1.15K ﹤0.01% 3696
2024
Q1 		$8K Buy
984
+970
+6,929% +$8.7K ﹤0.01% 3437
2023
Q4 		$0 Sell
14
-5
-26% -$42 ﹤0.01% 4120
2023
Q3 		$0 Hold
19
– – ﹤0.01% 4170
2023
Q2 		$0 Buy
+19
New +$253 ﹤0.01% 4165

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Asure Software (ASUR) stake by 66% in Q1 2026, buying an estimated $4.32K and bringing the position to 1,229 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4753.

Carson Wealth (CWM LLC) first reported a position in ASUR in Q2 2023 and has held it in 12 quarters since. 100 funds tracked by Wall St. Rank hold ASUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,229 shares of Asure Software worth $10.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 489 Asure Software shares in Q1 2026, an estimated $4.32K.
  • Asure Software made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4753 holding.
  • Carson Wealth (CWM LLC) first reported a position in Asure Software in Q2 2023 and has held it in 12 quarters since.
  • 100 funds tracked by Wall St. Rank held Asure Software as of Q1 2026.

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