Carson Wealth (CWM LLC)
FOUR icon

Carson Wealth (CWM LLC)’s Shift4 FOUR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2K Buy
873
+230
+36% +$12.7K ﹤0.01% 3992
2025
Q4 		$40K Sell
643
-645
-50% -$45.6K ﹤0.01% 3761
2025
Q3 		$100K Sell
1,288
-787
-38% -$73.2K ﹤0.01% 2988
2025
Q2 		$206K Sell
2,075
-64
-3% -$5.58K ﹤0.01% 2149
2025
Q1 		$175K Sell
2,139
-27
-1% -$2.78K ﹤0.01% 2015
2024
Q4 		$225K Sell
2,166
-48
-2% -$4.76K ﹤0.01% 1753
2024
Q3 		$196K Buy
2,214
+1,083
+96% +$82.1K ﹤0.01% 1763
2024
Q2 		$83K Buy
1,131
+241
+27% +$16K ﹤0.01% 2102
2024
Q1 		$59K Buy
890
+385
+76% +$29K ﹤0.01% 2188
2023
Q4 		$38K Sell
505
-197
-28% -$11.8K ﹤0.01% 2340
2023
Q3 		$39K Buy
702
+168
+31% +$10.2K ﹤0.01% 2217
2023
Q2 		$36K Sell
534
-12
-2% -$787 ﹤0.01% 2228
2023
Q1 		$41K Buy
546
+27
+5% +$1.74K ﹤0.01% 2009
2022
Q4 		$29K Buy
519
+111
+27% +$5.25K ﹤0.01% 2107
2022
Q3 		$18K Sell
408
-10
-2% -$420 ﹤0.01% 2285
2022
Q2 		$14K Buy
418
+316
+310% +$14.9K ﹤0.01% 2360
2022
Q1 		$6K Buy
102
+96
+1,600% +$5.06K ﹤0.01% 2742
2021
Q4 		$0 Buy
+6
New +$381 ﹤0.01% 3540
2021
Q2 		$9K Hold
98
– – ﹤0.01% 2143
2021
Q1 		$9K Hold
98
– – ﹤0.01% 2143
2020
Q4 		$9K Hold
98
– – ﹤0.01% 2143
2020
Q3 		$9K Hold
98
– – ﹤0.01% 2143
2020
Q2 		$9K Buy
+98
New +$3.58K ﹤0.01% 2143

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Shift4 (FOUR) stake by 36% in Q1 2026, buying an estimated $12.7K and bringing the position to 873 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3992.

Carson Wealth (CWM LLC) first reported a position in FOUR in Q2 2020 and has held it in 23 quarters since. The position peaked at $225K in Q4 2024. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 873 shares of Shift4 worth $38.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 230 Shift4 shares in Q1 2026, an estimated $12.7K.
  • Shift4 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3992 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shift4 in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Shift4 position peaked at $225K in Q4 2024.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

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