Carson Wealth (CWM LLC)
BORR

Carson Wealth (CWM LLC)’s Borr Drilling BORR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Buy
37,811
+124
+0.3% +$635 ﹤0.01% 2669
2025
Q4 		$152K Buy
37,687
+2,160
+6% +$7.16K ﹤0.01% 2770
2025
Q3 		$96K Buy
35,527
+27,937
+368% +$69.5K ﹤0.01% 3018
2025
Q2 		$14K Sell
7,590
-8,041
-51% -$15.2K ﹤0.01% 4103
2025
Q1 		$34K Buy
15,631
+15,144
+3,110% +$45.6K ﹤0.01% 3277
2024
Q4 		$2K Buy
487
+8
+2% +$34 ﹤0.01% 4505
2024
Q3 		$3K Buy
479
+234
+96% +$1.43K ﹤0.01% 4243
2024
Q2 		$2K Buy
245
+149
+155% +$899 ﹤0.01% 4170
2024
Q1 		$1K Buy
96
+15
+19% +$98 ﹤0.01% 4085
2023
Q4 		$1K Hold
81
– – ﹤0.01% 3904
2023
Q3 		$1K Hold
81
– – ﹤0.01% 3933
2023
Q2 		$1K Hold
81
– – ﹤0.01% 3913
2023
Q1 		$1K Hold
81
– – ﹤0.01% 3779
2022
Q4 		$0 Buy
+81
New +$360 ﹤0.01% 3977

Other funds holding BORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Borr Drilling (BORR) stake by 0.33% in Q1 2026, buying an estimated $635 and bringing the position to 37,811 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Carson Wealth (CWM LLC) first reported a position in BORR in Q4 2022 and has held it in 14 quarters since. 188 funds tracked by Wall St. Rank hold BORR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37,811 shares of Borr Drilling worth $218K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 124 Borr Drilling shares in Q1 2026, an estimated $635.
  • Borr Drilling made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2669 holding.
  • Carson Wealth (CWM LLC) first reported a position in Borr Drilling in Q4 2022 and has held it in 14 quarters since.
  • 188 funds tracked by Wall St. Rank held Borr Drilling as of Q1 2026.

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