Carson Wealth (CWM LLC)
ESNT icon

Carson Wealth (CWM LLC)’s Essent Group ESNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Sell
27,777
-14,619
-34% -$892K ﹤0.01% 1293
2025
Q4 		$2.76M Buy
42,396
+24,139
+132% +$1.5M 0.01% 1020
2025
Q3 		$1.16M Sell
18,257
-1,818
-9% -$110K ﹤0.01% 1327
2025
Q2 		$1.22M Buy
20,075
+12,462
+164% +$718K ﹤0.01% 1156
2025
Q1 		$439K Buy
7,613
+6,943
+1,036% +$394K ﹤0.01% 1503
2024
Q4 		$36K Sell
670
-43
-6% -$2.5K ﹤0.01% 3022
2024
Q3 		$46K Buy
713
+411
+136% +$25.1K ﹤0.01% 2750
2024
Q2 		$17K Buy
302
+225
+292% +$12.5K ﹤0.01% 3212
2024
Q1 		$5K Sell
77
-363
-83% -$19.7K ﹤0.01% 3647
2023
Q4 		$23K Sell
440
-40
-8% -$1.96K ﹤0.01% 2684
2023
Q3 		$23K Buy
480
+188
+64% +$9.32K ﹤0.01% 2595
2023
Q2 		$14K Buy
292
+7
+2% +$305 ﹤0.01% 2861
2023
Q1 		$11K Buy
285
+194
+213% +$7.99K ﹤0.01% 2886
2022
Q4 		$4K Sell
91
-10
-10% -$380 ﹤0.01% 3285
2022
Q3 		$4K Sell
101
-31
-23% -$1.24K ﹤0.01% 3162
2022
Q2 		$5K Buy
132
+66
+100% +$2.69K ﹤0.01% 2958
2022
Q1 		$3K Buy
66
+63
+2,100% +$2.8K ﹤0.01% 3025
2021
Q4 		$0 Buy
+3
New +$138 ﹤0.01% 3529
2019
Q1 		– Sell
-18
Closed -$1K – 3020
2018
Q4 		$1K Buy
+18
New +$688 ﹤0.01% 1879

Other funds holding ESNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Essent Group (ESNT) stake by 34% in Q1 2026, selling an estimated $892K and leaving 27,777 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Carson Wealth (CWM LLC) first reported a position in ESNT in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.76M in Q4 2025. 369 funds tracked by Wall St. Rank hold ESNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,777 shares of Essent Group worth $1.62M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 14,619 Essent Group shares in Q1 2026, an estimated $892K.
  • Essent Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1293 holding.
  • Carson Wealth (CWM LLC) first reported a position in Essent Group in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Essent Group position peaked at $2.76M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Essent Group as of Q1 2026.

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