Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Blackbaud BLKB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.1K Sell
1,711
-3,557
-68% -$178K ﹤0.01% 3602
2025
Q4 		$334K Buy
5,268
+2,887
+121% +$179K ﹤0.01% 2191
2025
Q3 		$153K Buy
2,381
+1,923
+420% +$126K ﹤0.01% 2656
2025
Q2 		$29K Buy
458
+313
+216% +$19.6K ﹤0.01% 3665
2025
Q1 		$9K Buy
145
+41
+39% +$2.91K ﹤0.01% 4141
2024
Q4 		$8K Sell
104
-34
-25% -$2.78K ﹤0.01% 3971
2024
Q3 		$12K Buy
138
+39
+39% +$3.11K ﹤0.01% 3662
2024
Q2 		$8K Buy
99
+15
+18% +$1.16K ﹤0.01% 3647
2024
Q1 		$6K Sell
84
-63
-43% -$4.81K ﹤0.01% 3558
2023
Q4 		$13K Buy
147
+39
+36% +$2.95K ﹤0.01% 3024
2023
Q3 		$8K Buy
108
+25
+30% +$1.84K ﹤0.01% 3228
2023
Q2 		$6K Hold
83
– – ﹤0.01% 3323
2023
Q1 		$6K Sell
83
-53
-39% -$3.17K ﹤0.01% 3187
2022
Q4 		$8K Buy
136
+56
+70% +$3.14K ﹤0.01% 2908
2022
Q3 		$4K Buy
80
+18
+29% +$970 ﹤0.01% 3138
2022
Q2 		$4K Buy
62
+14
+29% +$813 ﹤0.01% 3053
2022
Q1 		$3K Hold
48
– – ﹤0.01% 3005
2021
Q4 		$4K Buy
+48
New +$3.71K ﹤0.01% 2799
2021
Q2 		$4K Hold
48
– – ﹤0.01% 2410
2021
Q1 		$4K Hold
48
– – ﹤0.01% 2410
2020
Q4 		$4K Hold
48
– – ﹤0.01% 2410
2020
Q3 		$4K Hold
48
– – ﹤0.01% 2410
2020
Q2 		$4K Hold
48
– – ﹤0.01% 2410
2020
Q1 		$4K Hold
48
– – ﹤0.01% 2410
2019
Q4 		$4K Hold
48
– – ﹤0.01% 2409
2019
Q3 		$4K Hold
48
– – ﹤0.01% 2409
2019
Q2 		$4K Hold
48
– – ﹤0.01% 2409
2019
Q1 		$4K Buy
+48
New +$3.52K ﹤0.01% 2409

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Blackbaud (BLKB) stake by 68% in Q1 2026, selling an estimated $178K and leaving 1,711 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

Carson Wealth (CWM LLC) first reported a position in BLKB in Q1 2019 and has held it in 28 quarters since. The position peaked at $334K in Q4 2025. 296 funds tracked by Wall St. Rank hold BLKB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,711 shares of Blackbaud worth $66.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,557 Blackbaud shares in Q1 2026, an estimated $178K.
  • Blackbaud made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3602 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blackbaud in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Blackbaud position peaked at $334K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Blackbaud as of Q1 2026.

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