Carson Wealth (CWM LLC)
CNNE icon

Carson Wealth (CWM LLC)’s Cannae Holdings CNNE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CNNE Stock Details CNNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Buy
21,477
+14,164
+194% +$190K ﹤0.01% 2553
2025
Q4 		$115K Buy
7,313
+3,248
+80% +$55.3K ﹤0.01% 2962
2025
Q3 		$74K Buy
4,065
+812
+25% +$16K ﹤0.01% 3208
2025
Q2 		$68K Buy
3,253
+936
+40% +$17.3K ﹤0.01% 3024
2025
Q1 		$42K Buy
2,317
+74
+3% +$1.4K ﹤0.01% 3110
2024
Q4 		$45K Buy
2,243
+217
+11% +$4.34K ﹤0.01% 2875
2024
Q3 		$39K Buy
2,026
+636
+46% +$12.2K ﹤0.01% 2880
2024
Q2 		$25K Buy
1,390
+1,309
+1,616% +$25.4K ﹤0.01% 2962
2024
Q1 		$2K Buy
+81
New +$1.71K ﹤0.01% 3951
2023
Q4 		– Sell
-597
Closed -$11K – 4180
2023
Q3 		$11K Buy
597
+158
+36% +$3.12K ﹤0.01% 3072
2023
Q2 		$9K Sell
439
-139
-24% -$2.67K ﹤0.01% 3124
2023
Q1 		$12K Buy
578
+26
+5% +$576 ﹤0.01% 2838
2022
Q4 		$11K Buy
+552
New +$12.1K ﹤0.01% 2738
2022
Q2 		– Sell
-180
Closed -$4K – 3821
2022
Q1 		$4K Buy
180
+162
+900% +$4.56K ﹤0.01% 2905
2021
Q4 		$1K Buy
+18
New +$597 ﹤0.01% 3267
2021
Q2 		$0 Hold
4
– – ﹤0.01% 2942
2021
Q1 		$0 Hold
4
– – ﹤0.01% 2942
2020
Q4 		$0 Hold
4
– – ﹤0.01% 2941
2020
Q3 		$0 Hold
4
– – ﹤0.01% 2941
2020
Q2 		$0 Hold
4
– – ﹤0.01% 2941
2020
Q1 		$0 Hold
4
– – ﹤0.01% 2941
2019
Q4 		$0 Hold
4
– – ﹤0.01% 2940
2019
Q3 		$0 Hold
4
– – ﹤0.01% 2940
2019
Q2 		$0 Hold
4
– – ﹤0.01% 2940
2019
Q1 		$0 Buy
+4
New +$84 ﹤0.01% 2978

Other funds holding CNNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Cannae Holdings (CNNE) stake by 194% in Q1 2026, buying an estimated $190K and bringing the position to 21,477 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

Carson Wealth (CWM LLC) first reported a position in CNNE in Q1 2019 and has held it in 25 quarters since. 200 funds tracked by Wall St. Rank hold CNNE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,477 shares of Cannae Holdings worth $244K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,164 Cannae Holdings shares in Q1 2026, an estimated $190K.
  • Cannae Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2553 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cannae Holdings in Q1 2019 and has held it in 25 quarters since.
  • 200 funds tracked by Wall St. Rank held Cannae Holdings as of Q1 2026.

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