Carson Wealth (CWM LLC)
CXDO icon

Carson Wealth (CWM LLC)’s Crexendo CXDO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44K Buy
7,128
+6,738
+1,728% +$44.2K ﹤0.01% 3911
2025
Q4 		$3K Buy
390
+139
+55% +$910 ﹤0.01% 4958
2025
Q3 		$2K Buy
+251
New +$1.55K ﹤0.01% 4986
2025
Q2 		– Sell
-1,000
Closed -$5K – 5144
2025
Q1 		$5K Hold
1,000
– – ﹤0.01% 4435
2024
Q4 		$5K Buy
+1,000
New +$5.29K ﹤0.01% 4182

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Crexendo (CXDO) stake by 1,728% in Q1 2026, buying an estimated $44.2K and bringing the position to 7,128 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

Carson Wealth (CWM LLC) first reported a position in CXDO in Q4 2024 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold CXDO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,128 shares of Crexendo worth $44K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,738 Crexendo shares in Q1 2026, an estimated $44.2K.
  • Crexendo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3911 holding.
  • Carson Wealth (CWM LLC) first reported a position in Crexendo in Q4 2024 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Crexendo as of Q1 2026.

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