Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Credit Acceptance CACC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.6K Buy
84
+27
+47% +$12.7K ﹤0.01% 4044
2025
Q4 		$25K Sell
57
-31
-35% -$14.4K ﹤0.01% 4036
2025
Q3 		$41K Sell
88
-41
-32% -$20.5K ﹤0.01% 3672
2025
Q2 		$66K Sell
129
-64
-33% -$31.4K ﹤0.01% 3054
2025
Q1 		$100K Buy
193
+130
+206% +$64.3K ﹤0.01% 2422
2024
Q4 		$30K Sell
63
-3
-5% -$1.39K ﹤0.01% 3165
2024
Q3 		$29K Buy
66
+27
+69% +$13.3K ﹤0.01% 3107
2024
Q2 		$20K Sell
39
-94
-71% -$47.9K ﹤0.01% 3103
2024
Q1 		$73K Buy
133
+114
+600% +$62.5K ﹤0.01% 2062
2023
Q4 		$10K Hold
19
– – ﹤0.01% 3166
2023
Q3 		$9K Sell
19
-1
-5% -$506 ﹤0.01% 3176
2023
Q2 		$10K Buy
20
+1
+5% +$468 ﹤0.01% 3064
2023
Q1 		$8K Buy
19
+16
+533% +$7.04K ﹤0.01% 3059
2022
Q4 		$1K Sell
3
-11
-79% -$5.05K ﹤0.01% 3705
2022
Q3 		$6K Buy
14
+4
+40% +$2.11K ﹤0.01% 2945
2022
Q2 		$5K Buy
10
+9
+900% +$4.97K ﹤0.01% 2948
2022
Q1 		$1K Hold
1
– – ﹤0.01% 3304
2021
Q4 		$1K Buy
+1
New +$643 ﹤0.01% 3257
2021
Q2 		$0 Hold
1
– – ﹤0.01% 2939
2021
Q1 		$0 Hold
1
– – ﹤0.01% 2939
2020
Q4 		$0 Hold
1
– – ﹤0.01% 2939
2020
Q3 		$0 Hold
1
– – ﹤0.01% 2939
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2939
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2939
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2938
2019
Q3 		$0 Hold
1
– – ﹤0.01% 2938
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2938
2019
Q1 		$0 Buy
+1
New +$430 ﹤0.01% 2960

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Credit Acceptance (CACC) stake by 47% in Q1 2026, buying an estimated $12.7K and bringing the position to 84 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4044.

Carson Wealth (CWM LLC) first reported a position in CACC in Q1 2019 and has held it in 28 quarters since. The position peaked at $100K in Q1 2025. 258 funds tracked by Wall St. Rank hold CACC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 84 shares of Credit Acceptance worth $35.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 27 Credit Acceptance shares in Q1 2026, an estimated $12.7K.
  • Credit Acceptance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4044 holding.
  • Carson Wealth (CWM LLC) first reported a position in Credit Acceptance in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Credit Acceptance position peaked at $100K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Credit Acceptance as of Q1 2026.

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