Carson Wealth (CWM LLC)
BL icon

Carson Wealth (CWM LLC)’s BlackLine BL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141K Buy
3,814
+2,561
+204% +$110K ﹤0.01% 2999
2025
Q4 		$69K Buy
1,253
+10
+0.8% +$551 ﹤0.01% 3364
2025
Q3 		$66K Buy
1,243
+671
+117% +$36.3K ﹤0.01% 3298
2025
Q2 		$32K Sell
572
-118
-17% -$6.09K ﹤0.01% 3604
2025
Q1 		$33K Sell
690
-11
-2% -$602 ﹤0.01% 3305
2024
Q4 		$43K Buy
701
+55
+9% +$3.28K ﹤0.01% 2909
2024
Q3 		$36K Buy
646
+107
+20% +$5.27K ﹤0.01% 2944
2024
Q2 		$26K Sell
539
-68
-11% -$3.73K ﹤0.01% 2936
2024
Q1 		$39K Buy
607
+155
+34% +$9.41K ﹤0.01% 2455
2023
Q4 		$28K Buy
452
+220
+95% +$12.4K ﹤0.01% 2551
2023
Q3 		$13K Sell
232
-5
-2% -$274 ﹤0.01% 2962
2023
Q2 		$13K Sell
237
-61
-20% -$3.39K ﹤0.01% 2906
2023
Q1 		$20K Sell
298
-7
-2% -$483 ﹤0.01% 2497
2022
Q4 		$21K Buy
305
+19
+7% +$1.18K ﹤0.01% 2321
2022
Q3 		$17K Sell
286
-799
-74% -$53.6K ﹤0.01% 2321
2022
Q2 		$72K Sell
1,085
-216
-17% -$14.8K ﹤0.01% 1451
2022
Q1 		$95K Buy
1,301
+108
+9% +$8.74K ﹤0.01% 1342
2021
Q4 		$124K Buy
+1,193
New +$138K ﹤0.01% 1215
2021
Q2 		$128K Hold
1,154
– – ﹤0.01% 1047
2021
Q1 		$128K Hold
1,154
– – ﹤0.01% 1047
2020
Q4 		$128K Hold
1,154
– – ﹤0.01% 1047
2020
Q3 		$128K Hold
1,154
– – ﹤0.01% 1047
2020
Q2 		$128K Hold
1,154
– – ﹤0.01% 1047
2020
Q1 		$128K Hold
1,154
– – ﹤0.01% 1047
2019
Q4 		$128K Hold
1,154
– – ﹤0.01% 1047
2019
Q3 		$128K Hold
1,154
– – ﹤0.01% 1047
2019
Q2 		$128K Hold
1,154
– – ﹤0.01% 1047
2019
Q1 		$128K Buy
+1,154
New +$54.2K ﹤0.01% 1047

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BlackLine (BL) stake by 204% in Q1 2026, buying an estimated $110K and bringing the position to 3,814 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

Carson Wealth (CWM LLC) first reported a position in BL in Q1 2019 and has held it in 28 quarters since. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,814 shares of BlackLine worth $141K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,561 BlackLine shares in Q1 2026, an estimated $110K.
  • BlackLine made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2999 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackLine in Q1 2019 and has held it in 28 quarters since.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

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