Carson Wealth (CWM LLC)
CV

Carson Wealth (CWM LLC)’s CapsoVision Inc CV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$386 Buy
53
+25
+89% +$147 ﹤0.01% 5478
2025
Q4 		$0 Buy
+28
New +$194 ﹤0.01% 5734

Other funds holding CV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CapsoVision Inc (CV) stake by 89% in Q1 2026, buying an estimated $147 and bringing the position to 53 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #5478.

Carson Wealth (CWM LLC) first reported a position in CV in Q4 2025 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold CV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 53 shares of CapsoVision Inc worth $386 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25 CapsoVision Inc shares in Q1 2026, an estimated $147.
  • CapsoVision Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5478 holding.
  • Carson Wealth (CWM LLC) first reported a position in CapsoVision Inc in Q4 2025 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held CapsoVision Inc as of Q1 2026.

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