Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FTI Consulting FCN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$715K Sell
4,045
-2,239
-36% -$382K ﹤0.01% 1773
2025
Q4 		$1.07M Buy
6,284
+5,855
+1,365% +$965K ﹤0.01% 1454
2025
Q3 		$69K Buy
429
+97
+29% +$16.1K ﹤0.01% 3257
2025
Q2 		$54K Buy
332
+139
+72% +$22.7K ﹤0.01% 3221
2025
Q1 		$32K Sell
193
-834
-81% -$150K ﹤0.01% 3331
2024
Q4 		$196K Sell
1,027
-427
-29% -$88K ﹤0.01% 1832
2024
Q3 		$331K Buy
1,454
+1,300
+844% +$289K ﹤0.01% 1489
2024
Q2 		$33K Hold
154
– – ﹤0.01% 2766
2024
Q1 		$32K Sell
154
-9
-6% -$1.81K ﹤0.01% 2600
2023
Q4 		$32K Sell
163
-43
-21% -$8.9K ﹤0.01% 2467
2023
Q3 		$37K Buy
206
+11
+6% +$2.05K ﹤0.01% 2265
2023
Q2 		$37K Buy
195
+95
+95% +$18K ﹤0.01% 2206
2023
Q1 		$20K Buy
100
+3
+3% +$521 ﹤0.01% 2503
2022
Q4 		$15K Buy
97
+2
+2% +$334 ﹤0.01% 2554
2022
Q3 		$16K Buy
95
+37
+64% +$6.22K ﹤0.01% 2374
2022
Q2 		$10K Buy
58
+3
+5% +$495 ﹤0.01% 2573
2022
Q1 		$9K Sell
55
-6
-10% -$894 ﹤0.01% 2531
2021
Q4 		$9K Buy
+61
New +$8.9K ﹤0.01% 2403
2021
Q2 		$7K Hold
52
– – ﹤0.01% 2238
2021
Q1 		$7K Hold
52
– – ﹤0.01% 2238
2020
Q4 		$7K Hold
52
– – ﹤0.01% 2238
2020
Q3 		$7K Hold
52
– – ﹤0.01% 2237
2020
Q2 		$7K Hold
52
– – ﹤0.01% 2237
2020
Q1 		$7K Hold
52
– – ﹤0.01% 2237
2019
Q4 		$7K Hold
52
– – ﹤0.01% 2237
2019
Q3 		$7K Hold
52
– – ﹤0.01% 2236
2019
Q2 		$7K Hold
52
– – ﹤0.01% 2236
2019
Q1 		$7K Buy
+52
New +$3.67K ﹤0.01% 2236

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FTI Consulting (FCN) stake by 36% in Q1 2026, selling an estimated $382K and leaving 4,045 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Carson Wealth (CWM LLC) first reported a position in FCN in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.07M in Q4 2025. 406 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,045 shares of FTI Consulting worth $715K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,239 FTI Consulting shares in Q1 2026, an estimated $382K.
  • FTI Consulting made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1773 holding.
  • Carson Wealth (CWM LLC) first reported a position in FTI Consulting in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s FTI Consulting position peaked at $1.07M in Q4 2025.
  • 406 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

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