Carson Wealth (CWM LLC)
BEKE icon

Carson Wealth (CWM LLC)’s KE Holdings BEKE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.2K Buy
2,084
+265
+15% +$4.55K ﹤0.01% 4136
2025
Q4 		$29K Buy
1,819
+11
+0.6% +$189 ﹤0.01% 3965
2025
Q3 		$34K Buy
1,808
+19
+1% +$356 ﹤0.01% 3796
2025
Q2 		$32K Sell
1,789
-380
-18% -$7.31K ﹤0.01% 3603
2025
Q1 		$44K Buy
2,169
+60
+3% +$1.19K ﹤0.01% 3077
2024
Q4 		$39K Buy
2,109
+32
+2% +$660 ﹤0.01% 2966
2024
Q3 		$41K Buy
2,077
+815
+65% +$12K ﹤0.01% 2835
2024
Q2 		$18K Buy
1,262
+54
+4% +$846 ﹤0.01% 3166
2024
Q1 		$17K Buy
1,208
+84
+7% +$1.17K ﹤0.01% 2997
2023
Q4 		$18K Sell
1,124
-258
-19% -$3.99K ﹤0.01% 2822
2023
Q3 		$21K Buy
1,382
+503
+57% +$7.99K ﹤0.01% 2639
2023
Q2 		$13K Sell
879
-117
-12% -$1.91K ﹤0.01% 2903
2023
Q1 		$19K Buy
996
+263
+36% +$4.87K ﹤0.01% 2535
2022
Q4 		$10K Sell
733
-167
-19% -$2.32K ﹤0.01% 2782
2022
Q3 		$16K Buy
900
+431
+92% +$6.98K ﹤0.01% 2363
2022
Q2 		$8K Buy
469
+211
+82% +$2.97K ﹤0.01% 2685
2022
Q1 		$3K Buy
258
+130
+102% +$2.31K ﹤0.01% 3002
2021
Q4 		$3K Buy
+128
New +$2.62K ﹤0.01% 2939

Other funds holding BEKE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its KE Holdings (BEKE) stake by 15% in Q1 2026, buying an estimated $4.55K and bringing the position to 2,084 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4136.

Carson Wealth (CWM LLC) first reported a position in BEKE in Q4 2021 and has held it in 18 quarters since. The position peaked at $44K in Q1 2025. 199 funds tracked by Wall St. Rank hold BEKE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,084 shares of KE Holdings worth $31.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 265 KE Holdings shares in Q1 2026, an estimated $4.55K.
  • KE Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4136 holding.
  • Carson Wealth (CWM LLC) first reported a position in KE Holdings in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s KE Holdings position peaked at $44K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held KE Holdings as of Q1 2026.

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