Carson Wealth (CWM LLC)’s Viant Technology DSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DSP Stock Details DSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.6K	Buy	2,912 +119	+4%	+$1.31K	﹤0.01%	4099
2025 Q4	$34K	Buy	2,793 +2,267	+431%	+$22.7K	﹤0.01%	3867
2025 Q3	$5K	Sell	526 -601	-53%	-$6.86K	﹤0.01%	4717
2025 Q2	$15K	Sell	1,127 -547	-33%	-$7.49K	﹤0.01%	4074
2025 Q1	$21K	Buy	1,674 +1,544	+1,188%	+$28.3K	﹤0.01%	3624
2024 Q4	$2K	Buy	130 +37	+40%	+$578	﹤0.01%	4524
2024 Q3	$1K	Buy	93 +34	+58%	+$363	﹤0.01%	4559
2024 Q2	$1K	Buy	59 +57	+2,850%	+$532	﹤0.01%	4363
2024 Q1	$0	Buy	+2	New	+$17	﹤0.01%	4404

Other funds holding DSP

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCM

Potomac Capital Management New York $115M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Viant Technology (DSP) stake by 4.3% in Q1 2026, buying an estimated $1.31K and bringing the position to 2,912 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4099.

Carson Wealth (CWM LLC) first reported a position in DSP in Q1 2024 and has held it in 9 quarters since. The position peaked at $34K in Q4 2025. 121 funds tracked by Wall St. Rank hold DSP as of Q1 2026.

Carson Wealth (CWM LLC) held 2,912 shares of Viant Technology worth $32.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 119 Viant Technology shares in Q1 2026, an estimated $1.31K.
Viant Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4099 holding.
Carson Wealth (CWM LLC) first reported a position in Viant Technology in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Viant Technology position peaked at $34K in Q4 2025.
121 funds tracked by Wall St. Rank held Viant Technology as of Q1 2026.

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