Carson Wealth (CWM LLC)
DV icon

Carson Wealth (CWM LLC)’s DoubleVerify DV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.39M Buy
251,967
+124,741
+98% +$1.27M 0.01% 1129
2025
Q4 		$1.46M Buy
127,226
+15,779
+14% +$174K ﹤0.01% 1303
2025
Q3 		$1.33M Buy
111,447
+41,318
+59% +$613K ﹤0.01% 1259
2025
Q2 		$1.05M Buy
70,129
+18,193
+35% +$249K ﹤0.01% 1224
2025
Q1 		$694K Sell
51,936
-1,005
-2% -$18.6K ﹤0.01% 1326
2024
Q4 		$1.02M Buy
52,941
+30,183
+133% +$568K ﹤0.01% 1074
2024
Q3 		$383K Buy
22,758
+19,964
+715% +$381K ﹤0.01% 1428
2024
Q2 		$54K Buy
2,794
+1,900
+213% +$45.9K ﹤0.01% 2429
2024
Q1 		$31K Buy
894
+520
+139% +$19.3K ﹤0.01% 2616
2023
Q4 		$14K Buy
374
+228
+156% +$7.11K ﹤0.01% 2980
2023
Q3 		$4K Sell
146
-9
-6% -$308 ﹤0.01% 3548
2023
Q2 		$6K Buy
155
+13
+9% +$419 ﹤0.01% 3335
2023
Q1 		$4K Buy
142
+82
+137% +$2.15K ﹤0.01% 3372
2022
Q4 		$1K Sell
60
-22
-27% -$573 ﹤0.01% 3730
2022
Q3 		$2K Buy
82
+22
+37% +$567 ﹤0.01% 3442
2022
Q2 		$1K Buy
+60
New +$1.35K ﹤0.01% 3527
2021
Q2 		$18K Buy
+430
New +$15.3K ﹤0.01% 1831

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its DoubleVerify (DV) stake by 98% in Q1 2026, buying an estimated $1.27M and bringing the position to 251,967 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #1129.

Carson Wealth (CWM LLC) first reported a position in DV in Q2 2021 and has held it in 17 quarters since. 329 funds tracked by Wall St. Rank hold DV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 251,967 shares of DoubleVerify worth $2.39M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 124,741 DoubleVerify shares in Q1 2026, an estimated $1.27M.
  • DoubleVerify made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1129 holding.
  • Carson Wealth (CWM LLC) first reported a position in DoubleVerify in Q2 2021 and has held it in 17 quarters since.
  • 329 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

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