Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BARK BARK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BARK Stock Details BARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8K Buy
1,562
+1,103
+240% +$16.9K ﹤0.01% 4555
2025
Q4 		$6K Sell
459
-610
-57% -$9.05K ﹤0.01% 4732
2025
Q3 		$18K Sell
1,069
-1,042
-49% -$18.4K ﹤0.01% 4180
2025
Q2 		$37K Buy
2,111
+1,056
+100% +$24.3K ﹤0.01% 3489
2025
Q1 		$29K Buy
1,055
+119
+13% +$4.16K ﹤0.01% 3398
2024
Q4 		$34K Buy
936
+898
+2,363% +$31.5K ﹤0.01% 3071
2024
Q3 		$1K Buy
38
+16
+73% +$521 ﹤0.01% 4515
2024
Q2 		$1K Buy
22
+21
+2,100% +$538 ﹤0.01% 4312
2024
Q1 		$0 Buy
+1
New +$22 ﹤0.01% 4312
2023
Q4 		– Sell
-4
Closed – – 4131
2023
Q3 		$0 Sell
4
-1
-20% -$28 ﹤0.01% 4178
2023
Q2 		$0 Buy
5
+1
+25% +$24 ﹤0.01% 4173
2023
Q1 		$0 Sell
4
-364
-99% -$11.5K ﹤0.01% 4042
2022
Q4 		$11K Hold
368
– – ﹤0.01% 2734
2022
Q3 		$13K Sell
368
-12
-3% -$443 ﹤0.01% 2500
2022
Q2 		$10K Buy
380
+376
+9,400% +$19K ﹤0.01% 2563
2022
Q1 		$0 Buy
+4
New +$285 ﹤0.01% 3520

Other funds holding BARK

TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 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
SC
Shay Capital New York $1.56B AUM 46.17% 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
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BARK (BARK) stake by 240% in Q1 2026, buying an estimated $16.9K and bringing the position to 1,562 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4555.

Carson Wealth (CWM LLC) first reported a position in BARK in Q1 2022 and has held it in 16 quarters since. The position peaked at $37K in Q2 2025. 77 funds tracked by Wall St. Rank hold BARK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,562 shares of BARK worth $15.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,103 BARK shares in Q1 2026, an estimated $16.9K.
  • BARK made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4555 holding.
  • Carson Wealth (CWM LLC) first reported a position in BARK in Q1 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s BARK position peaked at $37K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held BARK as of Q1 2026.

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