Carson Wealth (CWM LLC)
CPS icon

Carson Wealth (CWM LLC)’s Cooper-Standard Automotive CPS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPS Stock Details CPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$181K Buy
6,486
+1,240
+24% +$41.5K ﹤0.01% 2815
2025
Q4 		$172K Buy
5,246
+945
+22% +$30.8K ﹤0.01% 2689
2025
Q3 		$159K Sell
4,301
-242
-5% -$7.38K ﹤0.01% 2616
2025
Q2 		$98K Sell
4,543
-2,914
-39% -$56.1K ﹤0.01% 2743
2025
Q1 		$114K Buy
7,457
+5,941
+392% +$88.7K ﹤0.01% 2322
2024
Q4 		$21K Sell
1,516
-337
-18% -$4.82K ﹤0.01% 3398
2024
Q3 		$26K Buy
1,853
+607
+49% +$8.43K ﹤0.01% 3197
2024
Q2 		$16K Buy
1,246
+874
+235% +$12.5K ﹤0.01% 3255
2024
Q1 		$6K Buy
+372
New +$5.97K ﹤0.01% 3563
2022
Q2 		– Sell
-291
Closed -$3K – 3828
2022
Q1 		$3K Buy
291
+228
+362% +$3.73K ﹤0.01% 3010
2021
Q4 		$1K Buy
+63
New +$1.48K ﹤0.01% 3270

Other funds holding CPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FA
Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Cooper-Standard Automotive (CPS) stake by 24% in Q1 2026, buying an estimated $41.5K and bringing the position to 6,486 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Carson Wealth (CWM LLC) first reported a position in CPS in Q4 2021 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold CPS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,486 shares of Cooper-Standard Automotive worth $181K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,240 Cooper-Standard Automotive shares in Q1 2026, an estimated $41.5K.
  • Cooper-Standard Automotive made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2815 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cooper-Standard Automotive in Q4 2021 and has held it in 11 quarters since.
  • 139 funds tracked by Wall St. Rank held Cooper-Standard Automotive as of Q1 2026.

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