Carson Wealth (CWM LLC)
AVPT icon

Carson Wealth (CWM LLC)’s AvePoint AVPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$492K Buy
51,768
+35,220
+213% +$397K ﹤0.01% 2023
2025
Q4 		$230K Buy
16,548
+8,772
+113% +$121K ﹤0.01% 2456
2025
Q3 		$117K Sell
7,776
-2,093
-21% -$35.1K ﹤0.01% 2851
2025
Q2 		$191K Buy
9,869
+2,541
+35% +$44.1K ﹤0.01% 2214
2025
Q1 		$106K Buy
7,328
+3,829
+109% +$64.3K ﹤0.01% 2377
2024
Q4 		$58K Buy
3,499
+657
+23% +$9.98K ﹤0.01% 2685
2024
Q3 		$33K Buy
2,842
+2,537
+832% +$27.8K ﹤0.01% 3009
2024
Q2 		$3K Buy
305
+267
+703% +$2.31K ﹤0.01% 4033
2024
Q1 		$0 Buy
38
+18
+90% +$142 ﹤0.01% 4309
2023
Q4 		$0 Hold
20
– – ﹤0.01% 4129
2023
Q3 		$0 Buy
+20
New +$126 ﹤0.01% 4174

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AvePoint (AVPT) stake by 213% in Q1 2026, buying an estimated $397K and bringing the position to 51,768 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Carson Wealth (CWM LLC) first reported a position in AVPT in Q3 2023 and has held it in 11 quarters since. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51,768 shares of AvePoint worth $492K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,220 AvePoint shares in Q1 2026, an estimated $397K.
  • AvePoint made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2023 holding.
  • Carson Wealth (CWM LLC) first reported a position in AvePoint in Q3 2023 and has held it in 11 quarters since.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

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