Carson Wealth (CWM LLC)
EH

Carson Wealth (CWM LLC)’s EHang Holdings EH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EH Stock Details EH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-70
Closed -$1K – 5337
2025
Q2 		$1K Hold
70
– – ﹤0.01% 4990
2025
Q1 		$1K Hold
70
– – ﹤0.01% 4892
2024
Q4 		$1K Hold
70
– – ﹤0.01% 4699
2024
Q3 		$1K Hold
70
– – ﹤0.01% 4569
2024
Q2 		$1K Hold
70
– – ﹤0.01% 4369
2024
Q1 		$1K Buy
+70
New +$906 ﹤0.01% 4122
2023
Q4 		– Sell
-24
Closed – – 4228
2023
Q3 		$0 Hold
24
– – ﹤0.01% 4260
2023
Q2 		$0 Buy
24
+12
+100% +$139 ﹤0.01% 4235
2023
Q1 		$0 Buy
+12
New +$140 ﹤0.01% 4126

Other funds holding EH

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EH Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of EHang Holdings (EH) in Q3 2025, closing a stake of 70 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EH in Q1 2023 and held it in 9 quarters. The position peaked at $1K in Q2 2025. 79 funds tracked by Wall St. Rank hold EH as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining EHang Holdings position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 70 EHang Holdings shares in Q3 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in EHang Holdings in Q1 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s EHang Holdings position peaked at $1K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held EHang Holdings as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.