Carson Wealth (CWM LLC)
FIVN icon

Carson Wealth (CWM LLC)’s FIVE9 FIVN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Buy
93,983
+66,791
+246% +$1.16M ﹤0.01% 1355
2025
Q4 		$545K Buy
27,192
+24,013
+755% +$510K ﹤0.01% 1868
2025
Q3 		$77K Buy
3,179
+2,826
+801% +$74.7K ﹤0.01% 3179
2025
Q2 		$9K Sell
353
-1,049
-75% -$27.3K ﹤0.01% 4351
2025
Q1 		$38K Sell
1,402
-645
-32% -$23.7K ﹤0.01% 3202
2024
Q4 		$83K Buy
2,047
+1,025
+100% +$37K ﹤0.01% 2411
2024
Q3 		$29K Buy
1,022
+193
+23% +$6.96K ﹤0.01% 3115
2024
Q2 		$37K Buy
829
+107
+15% +$5.56K ﹤0.01% 2673
2024
Q1 		$45K Buy
722
+33
+5% +$2.29K ﹤0.01% 2351
2023
Q4 		$54K Sell
689
-198
-22% -$13.8K ﹤0.01% 2124
2023
Q3 		$57K Buy
887
+4
+0.5% +$299 ﹤0.01% 1982
2023
Q2 		$73K Buy
883
+269
+44% +$18.1K ﹤0.01% 1741
2023
Q1 		$44K Sell
614
-30
-5% -$2.15K ﹤0.01% 1946
2022
Q4 		$44K Buy
644
+67
+12% +$4.21K ﹤0.01% 1803
2022
Q3 		$43K Buy
577
+516
+846% +$50.1K ﹤0.01% 1728
2022
Q2 		$6K Sell
61
-152
-71% -$15.4K ﹤0.01% 2875
2022
Q1 		$24K Buy
213
+165
+344% +$19.2K ﹤0.01% 1969
2021
Q4 		$7K Buy
+48
New +$7.1K ﹤0.01% 2543
2021
Q2 		$17K Hold
94
– – ﹤0.01% 1862
2021
Q1 		$17K Hold
94
– – ﹤0.01% 1862
2020
Q4 		$17K Hold
94
– – ﹤0.01% 1862
2020
Q3 		$17K Hold
94
– – ﹤0.01% 1862
2020
Q2 		$17K Hold
94
– – ﹤0.01% 1862
2020
Q1 		$17K Hold
94
– – ﹤0.01% 1862
2019
Q4 		$17K Hold
94
– – ﹤0.01% 1862
2019
Q3 		$17K Hold
94
– – ﹤0.01% 1862
2019
Q2 		$17K Hold
94
– – ﹤0.01% 1862
2019
Q1 		$17K Buy
+94
New +$4.78K ﹤0.01% 1862

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FIVE9 (FIVN) stake by 246% in Q1 2026, buying an estimated $1.16M and bringing the position to 93,983 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Carson Wealth (CWM LLC) first reported a position in FIVN in Q1 2019 and has held it in 28 quarters since. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 93,983 shares of FIVE9 worth $1.43M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 66,791 FIVE9 shares in Q1 2026, an estimated $1.16M.
  • FIVE9 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1355 holding.
  • Carson Wealth (CWM LLC) first reported a position in FIVE9 in Q1 2019 and has held it in 28 quarters since.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

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