Carson Wealth (CWM LLC)
DGII icon

Carson Wealth (CWM LLC)’s Digi International DGII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34K Buy
706
+89
+14% +$4.16K ﹤0.01% 4073
2025
Q4 		$27K Buy
617
+24
+4% +$961 ﹤0.01% 3998
2025
Q3 		$22K Buy
593
+80
+16% +$2.75K ﹤0.01% 4060
2025
Q2 		$18K Buy
513
+304
+145% +$9.3K ﹤0.01% 3970
2025
Q1 		$6K Buy
209
+61
+41% +$1.88K ﹤0.01% 4349
2024
Q4 		$4K Buy
148
+20
+16% +$623 ﹤0.01% 4288
2024
Q3 		$4K Buy
128
+12
+10% +$316 ﹤0.01% 4169
2024
Q2 		$3K Buy
116
+38
+49% +$1.02K ﹤0.01% 4056
2024
Q1 		$2K Buy
78
+72
+1,200% +$2.01K ﹤0.01% 3957
2023
Q4 		$0 Sell
6
-86
-93% -$2.13K ﹤0.01% 4210
2023
Q3 		$2K Buy
92
+33
+56% +$1.13K ﹤0.01% 3783
2023
Q2 		$2K Buy
59
+6
+11% +$206 ﹤0.01% 3776
2023
Q1 		$2K Buy
53
+16
+43% +$547 ﹤0.01% 3632
2022
Q4 		$1K Buy
37
+17
+85% +$654 ﹤0.01% 3725
2022
Q3 		$1K Buy
+20
New +$621 ﹤0.01% 3626
2022
Q2 		– Sell
-71
Closed -$2K – 3845
2022
Q1 		$2K Sell
71
-17
-19% -$363 ﹤0.01% 3154
2021
Q4 		$2K Buy
+88
New +$2.02K ﹤0.01% 3105

Other funds holding DGII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Digi International (DGII) stake by 14% in Q1 2026, buying an estimated $4.16K and bringing the position to 706 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #4073.

Carson Wealth (CWM LLC) first reported a position in DGII in Q4 2021 and has held it in 17 quarters since. 252 funds tracked by Wall St. Rank hold DGII as of Q1 2026.

  • Carson Wealth (CWM LLC) held 706 shares of Digi International worth $34K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 89 Digi International shares in Q1 2026, an estimated $4.16K.
  • Digi International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4073 holding.
  • Carson Wealth (CWM LLC) first reported a position in Digi International in Q4 2021 and has held it in 17 quarters since.
  • 252 funds tracked by Wall St. Rank held Digi International as of Q1 2026.

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