Carson Wealth (CWM LLC)
CIRC

Carson Wealth (CWM LLC)’s Circle8 Group CIRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIRC Stock Details CIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.46K Buy
3,121
+2,911
+1,386% +$9.19K ﹤0.01% 4794
2025
Q4 		$0 Sell
210
-61
-23% -$141 ﹤0.01% 5716
2025
Q3 		$1K Buy
+271
New +$803 ﹤0.01% 5224

Other funds holding CIRC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Circle8 Group (CIRC) stake by 1,386% in Q1 2026, buying an estimated $9.19K and bringing the position to 3,121 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4794.

Carson Wealth (CWM LLC) first reported a position in CIRC in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold CIRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,121 shares of Circle8 Group worth $9.46K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,911 Circle8 Group shares in Q1 2026, an estimated $9.19K.
  • Circle8 Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4794 holding.
  • Carson Wealth (CWM LLC) first reported a position in Circle8 Group in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Circle8 Group as of Q1 2026.

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