Carson Wealth (CWM LLC)
EGHT icon

Carson Wealth (CWM LLC)’s 8x8 Inc EGHT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EGHT Stock Details EGHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
157,861
+47,280
+43% +$96.8K ﹤0.01% 2493
2025
Q4 		$218K Buy
110,581
+2,789
+3% +$5.49K ﹤0.01% 2500
2025
Q3 		$229K Buy
107,792
+58,664
+119% +$118K ﹤0.01% 2342
2025
Q2 		$96K Buy
49,128
+12,274
+33% +$21.7K ﹤0.01% 2768
2025
Q1 		$74K Sell
36,854
-1,273
-3% -$3.28K ﹤0.01% 2671
2024
Q4 		$102K Buy
38,127
+10,963
+40% +$28.1K ﹤0.01% 2274
2024
Q3 		$55K Buy
27,164
+16,441
+153% +$36.3K ﹤0.01% 2615
2024
Q2 		$24K Buy
10,723
+6,247
+140% +$15.2K ﹤0.01% 2990
2024
Q1 		$12K Buy
4,476
+4,163
+1,330% +$12.6K ﹤0.01% 3221
2023
Q4 		$1K Buy
+313
New +$929 ﹤0.01% 3939
2023
Q3 		– Sell
-2,106
Closed -$9K – 4259
2023
Q2 		$9K Sell
2,106
-2,900
-58% -$10.4K ﹤0.01% 3128
2023
Q1 		$21K Buy
5,006
+1,154
+30% +$5.77K ﹤0.01% 2465
2022
Q4 		$17K Sell
3,852
-458
-11% -$1.84K ﹤0.01% 2472
2022
Q3 		$15K Buy
4,310
+622
+17% +$2.98K ﹤0.01% 2416
2022
Q2 		$19K Buy
3,688
+3,295
+838% +$27.6K ﹤0.01% 2144
2022
Q1 		$5K Buy
393
+221
+128% +$3.06K ﹤0.01% 2820
2021
Q4 		$3K Buy
+172
New +$3.61K ﹤0.01% 2961
2021
Q2 		$1K Hold
21
– – ﹤0.01% 2778
2021
Q1 		$1K Hold
21
– – ﹤0.01% 2778
2020
Q4 		$1K Hold
21
– – ﹤0.01% 2778
2020
Q3 		$1K Hold
21
– – ﹤0.01% 2777
2020
Q2 		$1K Hold
21
– – ﹤0.01% 2777
2020
Q1 		$1K Hold
21
– – ﹤0.01% 2776
2019
Q4 		$1K Hold
21
– – ﹤0.01% 2776
2019
Q3 		$1K Hold
21
– – ﹤0.01% 2776
2019
Q2 		$1K Hold
21
– – ﹤0.01% 2776
2019
Q1 		$1K Buy
+21
New +$410 ﹤0.01% 2775

Other funds holding EGHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its 8x8 Inc (EGHT) stake by 43% in Q1 2026, buying an estimated $96.8K and bringing the position to 157,861 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Carson Wealth (CWM LLC) first reported a position in EGHT in Q1 2019 and has held it in 27 quarters since. 179 funds tracked by Wall St. Rank hold EGHT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 157,861 shares of 8x8 Inc worth $262K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47,280 8x8 Inc shares in Q1 2026, an estimated $96.8K.
  • 8x8 Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2493 holding.
  • Carson Wealth (CWM LLC) first reported a position in 8x8 Inc in Q1 2019 and has held it in 27 quarters since.
  • 179 funds tracked by Wall St. Rank held 8x8 Inc as of Q1 2026.

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