Carson Wealth (CWM LLC)
AUR icon

Carson Wealth (CWM LLC)’s Aurora AUR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.7K Sell
4,285
-13,033
-75% -$57.7K ﹤0.01% 4489
2025
Q4 		$67K Buy
17,318
+15,554
+882% +$71.2K ﹤0.01% 3379
2025
Q3 		$10K Buy
1,764
+827
+88% +$4.85K ﹤0.01% 4459
2025
Q2 		$5K Sell
937
-1,319
-58% -$8.27K ﹤0.01% 4584
2025
Q1 		$15K Buy
2,256
+975
+76% +$6.98K ﹤0.01% 3858
2024
Q4 		$8K Buy
1,281
+453
+55% +$2.84K ﹤0.01% 3969
2024
Q3 		$5K Buy
828
+662
+399% +$2.76K ﹤0.01% 4062
2024
Q2 		$0 Buy
166
+51
+44% +$141 ﹤0.01% 4580
2024
Q1 		$0 Buy
115
+9
+8% +$26 ﹤0.01% 4303
2023
Q4 		$0 Buy
+106
New +$263 ﹤0.01% 4125

Other funds holding AUR

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Aurora (AUR) stake by 75% in Q1 2026, selling an estimated $57.7K and leaving 4,285 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

Carson Wealth (CWM LLC) first reported a position in AUR in Q4 2023 and has held it in 10 quarters since. The position peaked at $67K in Q4 2025. 413 funds tracked by Wall St. Rank hold AUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,285 shares of Aurora worth $17.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,033 Aurora shares in Q1 2026, an estimated $57.7K.
  • Aurora made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4489 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aurora in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Aurora position peaked at $67K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Aurora as of Q1 2026.

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