Carson Wealth (CWM LLC)
COUR icon

Carson Wealth (CWM LLC)’s Coursera COUR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio COUR Stock Details COUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$925K Buy
159,005
+94,671
+147% +$591K ﹤0.01% 1588
2025
Q4 		$473K Sell
64,334
-21,311
-25% -$186K ﹤0.01% 1953
2025
Q3 		$1M Buy
85,645
+22,466
+36% +$244K ﹤0.01% 1409
2025
Q2 		$553K Buy
63,179
+39,385
+166% +$323K ﹤0.01% 1545
2025
Q1 		$158K Buy
23,794
+2,872
+14% +$22.8K ﹤0.01% 2077
2024
Q4 		$178K Buy
20,922
+13,794
+194% +$107K ﹤0.01% 1898
2024
Q3 		$57K Buy
7,128
+3,217
+82% +$25.4K ﹤0.01% 2592
2024
Q2 		$28K Buy
3,911
+3,860
+7,569% +$36.7K ﹤0.01% 2887
2024
Q1 		$1K Sell
51
-23
-31% -$390 ﹤0.01% 4101
2023
Q4 		$1K Buy
74
+48
+185% +$917 ﹤0.01% 3920
2023
Q3 		$0 Buy
26
+13
+100% +$207 ﹤0.01% 4223
2023
Q2 		$0 Sell
13
-159
-92% -$1.9K ﹤0.01% 4204
2023
Q1 		$2K Buy
172
+103
+149% +$1.33K ﹤0.01% 3629
2022
Q4 		$1K Buy
69
+56
+431% +$706 ﹤0.01% 3712
2022
Q3 		$0 Sell
13
-728
-98% -$9.65K ﹤0.01% 3947
2022
Q2 		$11K Buy
741
+649
+705% +$11.6K ﹤0.01% 2513
2022
Q1 		$2K Buy
92
+87
+1,740% +$1.78K ﹤0.01% 3148
2021
Q4 		$0 Buy
+5
New +$152 ﹤0.01% 3513
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2416
2021
Q1 		$4K Buy
+100
New +$4.5K ﹤0.01% 2416

Other funds holding COUR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 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
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Coursera (COUR) stake by 147% in Q1 2026, buying an estimated $591K and bringing the position to 159,005 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Carson Wealth (CWM LLC) first reported a position in COUR in Q1 2021 and has held it in 20 quarters since. The position peaked at $1M in Q3 2025. 237 funds tracked by Wall St. Rank hold COUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 159,005 shares of Coursera worth $925K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 94,671 Coursera shares in Q1 2026, an estimated $591K.
  • Coursera made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1588 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coursera in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Coursera position peaked at $1M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Coursera as of Q1 2026.

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