Carson Wealth (CWM LLC)
CAR icon

Carson Wealth (CWM LLC)’s Avis CAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.2K Buy
351
+27
+8% +$3.08K ﹤0.01% 3804
2025
Q4 		$42K Buy
324
+61
+23% +$8.51K ﹤0.01% 3724
2025
Q3 		$42K Buy
263
+3
+1% +$506 ﹤0.01% 3658
2025
Q2 		$44K Sell
260
-33
-11% -$3.56K ﹤0.01% 3374
2025
Q1 		$22K Buy
293
+97
+49% +$7.8K ﹤0.01% 3594
2024
Q4 		$16K Sell
196
-48
-20% -$4.38K ﹤0.01% 3567
2024
Q3 		$21K Sell
244
-42
-15% -$3.79K ﹤0.01% 3312
2024
Q2 		$30K Sell
286
-290
-50% -$32.5K ﹤0.01% 2828
2024
Q1 		$71K Buy
576
+117
+25% +$16.1K ﹤0.01% 2079
2023
Q4 		$81K Sell
459
-32
-7% -$5.83K ﹤0.01% 1876
2023
Q3 		$88K Buy
491
+350
+248% +$75.9K ﹤0.01% 1713
2023
Q2 		$32K Buy
141
+36
+34% +$6.6K ﹤0.01% 2309
2023
Q1 		$20K Buy
105
+8
+8% +$1.61K ﹤0.01% 2498
2022
Q4 		$16K Buy
97
+38
+64% +$7.62K ﹤0.01% 2502
2022
Q3 		$9K Sell
59
-108
-65% -$17.8K ﹤0.01% 2733
2022
Q2 		$25K Buy
167
+147
+735% +$32.2K ﹤0.01% 1978
2022
Q1 		$5K Buy
20
+18
+900% +$3.62K ﹤0.01% 2810
2021
Q4 		$0 Buy
+2
New +$443 ﹤0.01% 3503

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Carson Wealth (CWM LLC) increased its Avis (CAR) stake by 8.3% in Q1 2026, buying an estimated $3.08K and bringing the position to 351 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3804.

Carson Wealth (CWM LLC) first reported a position in CAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $88K in Q3 2023. 291 funds tracked by Wall St. Rank hold CAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 351 shares of Avis worth $51.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 27 Avis shares in Q1 2026, an estimated $3.08K.
  • Avis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3804 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avis in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Avis position peaked at $88K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Avis as of Q1 2026.

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