Carson Wealth (CWM LLC)
FLD

Carson Wealth (CWM LLC)’s Fold Holdings FLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLD Stock Details FLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.46K Buy
+5,650
New +$9.75K ﹤0.01% 4897

Other funds holding FLD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Fold Holdings (FLD) in Q1 2026: 5,650 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #4897 among its holdings.

55 funds tracked by Wall St. Rank hold FLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,650 shares of Fold Holdings worth $7.46K as of Q1 2026.
  • Fold Holdings was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Fold Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4897 holding.
  • 55 funds tracked by Wall St. Rank held Fold Holdings as of Q1 2026.

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