Carson Wealth (CWM LLC)
CRCT icon

Carson Wealth (CWM LLC)’s Cricut CRCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRCT Stock Details CRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.1K Sell
14,468
-19,320
-57% -$84.7K ﹤0.01% 3765
2025
Q4 		$167K Buy
33,788
+977
+3% +$4.99K ﹤0.01% 2709
2025
Q3 		$206K Buy
32,811
+26,403
+412% +$155K ﹤0.01% 2420
2025
Q2 		$43K Sell
6,408
-44
-0.7% -$251 ﹤0.01% 3391
2025
Q1 		$33K Sell
6,452
-1,299
-17% -$7.24K ﹤0.01% 3308
2024
Q4 		$44K Sell
7,751
-4,275
-36% -$25.7K ﹤0.01% 2892
2024
Q3 		$83K Buy
12,026
+2,322
+24% +$13.9K ﹤0.01% 2316
2024
Q2 		$58K Buy
9,704
+5,835
+151% +$35K ﹤0.01% 2362
2024
Q1 		$18K Buy
3,869
+3,841
+13,718% +$20.5K ﹤0.01% 2963
2023
Q4 		$0 Buy
+28
New +$215 ﹤0.01% 4187
2022
Q1 		– Sell
-800
Closed -$18K – 3564
2021
Q4 		$18K Buy
+800
New +$20.3K ﹤0.01% 2043

Other funds holding CRCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Cricut (CRCT) stake by 57% in Q1 2026, selling an estimated $84.7K and leaving 14,468 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

Carson Wealth (CWM LLC) first reported a position in CRCT in Q4 2021 and has held it in 11 quarters since. The position peaked at $206K in Q3 2025. 155 funds tracked by Wall St. Rank hold CRCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,468 shares of Cricut worth $54.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 19,320 Cricut shares in Q1 2026, an estimated $84.7K.
  • Cricut made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3765 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cricut in Q4 2021 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Cricut position peaked at $206K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Cricut as of Q1 2026.

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