Carson Wealth (CWM LLC)
FRHC icon

Carson Wealth (CWM LLC)’s Freedom Holding FRHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRHC Stock Details FRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.7K Buy
157
+83
+112% +$10.6K ﹤0.01% 4329
2025
Q4 		$9K Sell
74
-41
-36% -$5.95K ﹤0.01% 4598
2025
Q3 		$20K Sell
115
-5
-4% -$843 ﹤0.01% 4120
2025
Q2 		$18K Buy
120
+35
+41% +$5.17K ﹤0.01% 3974
2025
Q1 		$11K Buy
85
+26
+44% +$3.63K ﹤0.01% 4053
2024
Q4 		$8K Buy
59
+12
+26% +$1.38K ﹤0.01% 3987
2024
Q3 		$4K Buy
47
+34
+262% +$2.96K ﹤0.01% 4178
2024
Q2 		$1K Buy
13
+11
+550% +$798 ﹤0.01% 4384
2024
Q1 		$0 Buy
+2
New +$156 ﹤0.01% 4459

Other funds holding FRHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Freedom Holding (FRHC) stake by 112% in Q1 2026, buying an estimated $10.6K and bringing the position to 157 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4329.

Carson Wealth (CWM LLC) first reported a position in FRHC in Q1 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold FRHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 157 shares of Freedom Holding worth $22.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 83 Freedom Holding shares in Q1 2026, an estimated $10.6K.
  • Freedom Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4329 holding.
  • Carson Wealth (CWM LLC) first reported a position in Freedom Holding in Q1 2024 and has held it in 9 quarters since.
  • 141 funds tracked by Wall St. Rank held Freedom Holding as of Q1 2026.

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