Carson Wealth (CWM LLC)
CSAI

Carson Wealth (CWM LLC)’s Cloudastructure CSAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSAI Stock Details CSAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$912 Hold
1,500
– – ﹤0.01% 5412
2025
Q4 		$1K Hold
1,500
– – ﹤0.01% 5328
2025
Q3 		$2K Hold
1,500
– – ﹤0.01% 5066
2025
Q2 		$3K Hold
1,500
– – ﹤0.01% 4838
2025
Q1 		$7K Buy
+1,500
New +$15K ﹤0.01% 4331

Other funds holding CSAI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Cloudastructure (CSAI) position steady in Q1 2026 at 1,500 shares worth $912. The position accounts for ﹤0.01% of the portfolio, ranked #5412.

Carson Wealth (CWM LLC) first reported a position in CSAI in Q1 2025 and has held it in 5 quarters since. The position peaked at $7K in Q1 2025. 22 funds tracked by Wall St. Rank hold CSAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,500 shares of Cloudastructure worth $912 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Cloudastructure share count unchanged in Q1 2026.
  • Cloudastructure made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5412 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cloudastructure in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Cloudastructure position peaked at $7K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Cloudastructure as of Q1 2026.

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