Carson Wealth (CWM LLC)
FA icon

Carson Wealth (CWM LLC)’s First Advantage FA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FA Stock Details FA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$94.2K Buy
8,010
+7,321
+1,063% +$89.5K ﹤0.01% 3326
2025
Q4 		$10K Buy
689
+58
+9% +$817 ﹤0.01% 4540
2025
Q3 		$10K Sell
631
-20
-3% -$331 ﹤0.01% 4469
2025
Q2 		$11K Buy
651
+453
+229% +$7.31K ﹤0.01% 4234
2025
Q1 		$3K Sell
198
-323
-62% -$5.43K ﹤0.01% 4617
2024
Q4 		$10K Buy
521
+324
+164% +$6.15K ﹤0.01% 3857
2024
Q3 		$4K Buy
197
+124
+170% +$2.21K ﹤0.01% 4176
2024
Q2 		$1K Buy
+73
New +$1.18K ﹤0.01% 4378

Other funds holding FA

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its First Advantage (FA) stake by 1,063% in Q1 2026, buying an estimated $89.5K and bringing the position to 8,010 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Carson Wealth (CWM LLC) first reported a position in FA in Q2 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,010 shares of First Advantage worth $94.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,321 First Advantage shares in Q1 2026, an estimated $89.5K.
  • First Advantage made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3326 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Advantage in Q2 2024 and has held it in 8 quarters since.
  • 166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

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