Carson Wealth (CWM LLC)’s EquipmentShare.com Inc EQPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.03K	Buy	+296	New	+$8.46K	﹤0.01%	4960

Other funds holding EQPT

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

ACA

Anchorage Capital Advisors New York $378M AUM 13.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in EquipmentShare.com Inc (EQPT) in Q1 2026: 296 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #4960 among its holdings.

134 funds tracked by Wall St. Rank hold EQPT as of Q1 2026.

Carson Wealth (CWM LLC) held 296 shares of EquipmentShare.com Inc worth $6.03K as of Q1 2026.
EquipmentShare.com Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
EquipmentShare.com Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4960 holding.
134 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q1 2026.

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