Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CRA International CRAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$144K Buy
891
+90
+11% +$16.2K ﹤0.01% 2986
2025
Q4 		$161K Buy
801
+71
+10% +$13.4K ﹤0.01% 2733
2025
Q3 		$152K Sell
730
-13
-2% -$2.5K ﹤0.01% 2660
2025
Q2 		$139K Sell
743
-244
-25% -$43.6K ﹤0.01% 2451
2025
Q1 		$171K Buy
987
+85
+9% +$15.7K ﹤0.01% 2034
2024
Q4 		$169K Buy
902
+331
+58% +$62.9K ﹤0.01% 1938
2024
Q3 		$100K Buy
571
+525
+1,141% +$87.6K ﹤0.01% 2191
2024
Q2 		$8K Buy
46
+20
+77% +$3.24K ﹤0.01% 3650
2024
Q1 		$4K Hold
26
– – ﹤0.01% 3740
2023
Q4 		$3K Buy
+26
New +$2.52K ﹤0.01% 3675
2023
Q2 		– Sell
-10
Closed -$1K – 4205
2023
Q1 		$1K Buy
+10
New +$1.18K ﹤0.01% 3793

Other funds holding CRAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CRA International (CRAI) stake by 11% in Q1 2026, buying an estimated $16.2K and bringing the position to 891 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

Carson Wealth (CWM LLC) first reported a position in CRAI in Q1 2023 and has held it in 11 quarters since. The position peaked at $171K in Q1 2025. 210 funds tracked by Wall St. Rank hold CRAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 891 shares of CRA International worth $144K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 90 CRA International shares in Q1 2026, an estimated $16.2K.
  • CRA International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2986 holding.
  • Carson Wealth (CWM LLC) first reported a position in CRA International in Q1 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s CRA International position peaked at $171K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held CRA International as of Q1 2026.

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