Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Consensus Cloud Solutions CCSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$405K Buy
17,072
+632
+4% +$16.2K ﹤0.01% 2168
2025
Q4 		$359K Buy
16,440
+1,188
+8% +$29.2K ﹤0.01% 2137
2025
Q3 		$448K Sell
15,252
-2,273
-13% -$56.3K ﹤0.01% 1866
2025
Q2 		$404K Sell
17,525
-5,746
-25% -$124K ﹤0.01% 1690
2025
Q1 		$537K Buy
23,271
+2,978
+15% +$76.6K ﹤0.01% 1417
2024
Q4 		$484K Buy
20,293
+3,824
+23% +$89.7K ﹤0.01% 1388
2024
Q3 		$388K Buy
16,469
+7,677
+87% +$160K ﹤0.01% 1422
2024
Q2 		$151K Buy
8,792
+6,992
+388% +$113K ﹤0.01% 1733
2024
Q1 		$29K Buy
1,800
+1,774
+6,823% +$31.8K ﹤0.01% 2651
2023
Q4 		$1K Buy
26
+23
+767% +$540 ﹤0.01% 3909
2023
Q3 		$0 Sell
3
-24
-89% -$721 ﹤0.01% 4208
2023
Q2 		$1K Sell
27
-31
-53% -$1.09K ﹤0.01% 3922
2023
Q1 		$2K Buy
58
+13
+29% +$626 ﹤0.01% 3622
2022
Q4 		$2K Sell
45
-9
-17% -$490 ﹤0.01% 3514
2022
Q3 		$3K Buy
54
+49
+980% +$2.52K ﹤0.01% 3273
2022
Q2 		$0 Buy
+5
New +$249 ﹤0.01% 3806
2022
Q1 		– Sell
-5
Closed – – 3547
2021
Q4 		$0 Buy
+5
New +$304 ﹤0.01% 3505

Other funds holding CCSI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 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

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

Carson Wealth (CWM LLC) increased its Consensus Cloud Solutions (CCSI) stake by 3.8% in Q1 2026, buying an estimated $16.2K and bringing the position to 17,072 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Carson Wealth (CWM LLC) first reported a position in CCSI in Q4 2021 and has held it in 17 quarters since. The position peaked at $537K in Q1 2025. 169 funds tracked by Wall St. Rank hold CCSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,072 shares of Consensus Cloud Solutions worth $405K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 632 Consensus Cloud Solutions shares in Q1 2026, an estimated $16.2K.
  • Consensus Cloud Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2168 holding.
  • Carson Wealth (CWM LLC) first reported a position in Consensus Cloud Solutions in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Consensus Cloud Solutions position peaked at $537K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q1 2026.

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