Carson Wealth (CWM LLC)
CURI icon

Carson Wealth (CWM LLC)’s CuriosityStream CURI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$873K Sell
294,980
-431
-0.1% -$1.46K ﹤0.01% 1627
2025
Q4 		$1.12M Sell
295,411
-552
-0.2% -$2.46K ﹤0.01% 1427
2025
Q3 		$1.57M Buy
295,963
+1,194
+0.4% +$5.5K ﹤0.01% 1196
2025
Q2 		$1.66M Sell
294,769
-440
-0.1% -$2.02K 0.01% 1017
2025
Q1 		$791K Sell
295,209
-71,047
-19% -$173K ﹤0.01% 1266
2024
Q4 		$560K Buy
366,256
+68,600
+23% +$132K ﹤0.01% 1336
2024
Q3 		$569K Buy
297,656
+225,188
+311% +$307K ﹤0.01% 1268
2024
Q2 		$83K Buy
72,468
+71,353
+6,399% +$79K ﹤0.01% 2099
2024
Q1 		$1K Sell
1,115
-284
-20% -$159 ﹤0.01% 4107
2023
Q4 		$1K Hold
1,399
– – ﹤0.01% 3925
2023
Q3 		$1K Buy
1,399
+115
+9% +$101 ﹤0.01% 3952
2023
Q2 		$1K Sell
1,284
-8,544
-87% -$8.53K ﹤0.01% 3937
2023
Q1 		$13K Sell
9,828
-90
-0.9% -$143 ﹤0.01% 2779
2022
Q4 		$11K Sell
9,918
-808
-8% -$1.05K ﹤0.01% 2740
2022
Q3 		$16K Sell
10,726
-571
-5% -$1K ﹤0.01% 2371
2022
Q2 		$19K Buy
11,297
+981
+10% +$1.98K ﹤0.01% 2142
2022
Q1 		$30K Buy
10,316
+534
+5% +$2.14K ﹤0.01% 1837
2021
Q4 		$58K Buy
+9,782
New +$82.4K ﹤0.01% 1513
2021
Q2 		$104K Hold
7,592
– – ﹤0.01% 1120
2021
Q1 		$104K Hold
7,592
– – ﹤0.01% 1120
2020
Q4 		$104K Hold
7,592
– – ﹤0.01% 1120
2020
Q3 		$104K Hold
7,592
– – ﹤0.01% 1120
2020
Q2 		$104K Hold
7,592
– – ﹤0.01% 1120
2020
Q1 		$104K Buy
+7,592
New +$74.9K ﹤0.01% 1120

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its CuriosityStream (CURI) stake by 0.15% in Q1 2026, selling an estimated $1.46K and leaving 294,980 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Carson Wealth (CWM LLC) first reported a position in CURI in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.66M in Q2 2025. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 294,980 shares of CuriosityStream worth $873K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 431 CuriosityStream shares in Q1 2026, an estimated $1.46K.
  • CuriosityStream made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1627 holding.
  • Carson Wealth (CWM LLC) first reported a position in CuriosityStream in Q1 2020 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s CuriosityStream position peaked at $1.66M in Q2 2025.
  • 105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

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