Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CleanSpark CLSK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$226K Buy
26,580
+3,848
+17% +$41.2K ﹤0.01% 2628
2025
Q4 		$230K Sell
22,732
-7
-0% -$105 ﹤0.01% 2457
2025
Q3 		$330K Sell
22,739
-3,367
-13% -$38K ﹤0.01% 2048
2025
Q2 		$288K Buy
26,106
+6,426
+33% +$57.2K ﹤0.01% 1896
2025
Q1 		$132K Buy
19,680
+18,863
+2,309% +$179K ﹤0.01% 2194
2024
Q4 		$8K Sell
817
-60
-7% -$725 ﹤0.01% 3977
2024
Q3 		$8K Buy
877
+26
+3% +$330 ﹤0.01% 3877
2024
Q2 		$14K Sell
851
-130
-13% -$2.19K ﹤0.01% 3331
2024
Q1 		$21K Sell
981
-96
-9% -$1.33K ﹤0.01% 2860
2023
Q4 		$12K Buy
1,077
+4
+0.4% +$25 ﹤0.01% 3070
2023
Q3 		$4K Hold
1,073
– – ﹤0.01% 3537
2023
Q2 		$5K Hold
1,073
– – ﹤0.01% 3421
2023
Q1 		$3K Sell
1,073
-1,246
-54% -$3.42K ﹤0.01% 3472
2022
Q4 		$5K Buy
2,319
+1,174
+103% +$3.04K ﹤0.01% 3146
2022
Q3 		$4K Hold
1,145
– – ﹤0.01% 3148
2022
Q2 		$4K Hold
1,145
– – ﹤0.01% 3059
2022
Q1 		$14K Hold
1,145
– – ﹤0.01% 2288
2021
Q4 		$11K Buy
+1,145
New +$18.3K ﹤0.01% 2291

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CleanSpark (CLSK) stake by 17% in Q1 2026, buying an estimated $41.2K and bringing the position to 26,580 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Carson Wealth (CWM LLC) first reported a position in CLSK in Q4 2021 and has held it in 18 quarters since. The position peaked at $330K in Q3 2025. 353 funds tracked by Wall St. Rank hold CLSK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,580 shares of CleanSpark worth $226K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,848 CleanSpark shares in Q1 2026, an estimated $41.2K.
  • CleanSpark made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2628 holding.
  • Carson Wealth (CWM LLC) first reported a position in CleanSpark in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s CleanSpark position peaked at $330K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held CleanSpark as of Q1 2026.

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