Carson Wealth (CWM LLC)
BRZE icon

Carson Wealth (CWM LLC)’s Braze BRZE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59M Buy
67,519
+47,472
+237% +$1.03M ﹤0.01% 1302
2025
Q4 		$687K Buy
20,047
+6,997
+54% +$207K ﹤0.01% 1725
2025
Q3 		$371K Buy
13,050
+7,041
+117% +$200K ﹤0.01% 1967
2025
Q2 		$169K Buy
6,009
+532
+10% +$16.8K ﹤0.01% 2320
2025
Q1 		$198K Buy
5,477
+3,856
+238% +$155K ﹤0.01% 1925
2024
Q4 		$68K Buy
1,621
+572
+55% +$20.8K ﹤0.01% 2557
2024
Q3 		$34K Buy
1,049
+784
+296% +$31K ﹤0.01% 2982
2024
Q2 		$10K Buy
265
+252
+1,938% +$10.1K ﹤0.01% 3524
2024
Q1 		$1K Sell
13
-16
-55% -$864 ﹤0.01% 4087
2023
Q4 		$2K Buy
29
+13
+81% +$643 ﹤0.01% 3782
2023
Q3 		$1K Hold
16
– – ﹤0.01% 3934
2023
Q2 		$1K Hold
16
– – ﹤0.01% 3916
2023
Q1 		$1K Buy
+16
New +$498 ﹤0.01% 3780

Other funds holding BRZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Braze (BRZE) stake by 237% in Q1 2026, buying an estimated $1.03M and bringing the position to 67,519 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Carson Wealth (CWM LLC) first reported a position in BRZE in Q1 2023 and has held it in 13 quarters since. 257 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 67,519 shares of Braze worth $1.59M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47,472 Braze shares in Q1 2026, an estimated $1.03M.
  • Braze made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1302 holding.
  • Carson Wealth (CWM LLC) first reported a position in Braze in Q1 2023 and has held it in 13 quarters since.
  • 257 funds tracked by Wall St. Rank held Braze as of Q1 2026.

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