Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Futu Holdings FUTU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$311K Buy
2,276
+173
+8% +$26.9K ﹤0.01% 2359
2025
Q4 		$345K Buy
2,103
+1,706
+430% +$293K ﹤0.01% 2170
2025
Q3 		$69K Buy
397
+26
+7% +$4.32K ﹤0.01% 3259
2025
Q2 		$46K Sell
371
-22
-6% -$2.25K ﹤0.01% 3346
2025
Q1 		$40K Sell
393
-340
-46% -$34.8K ﹤0.01% 3161
2024
Q4 		$59K Sell
733
-10
-1% -$936 ﹤0.01% 2677
2024
Q3 		$71K Buy
743
+300
+68% +$19.1K ﹤0.01% 2423
2024
Q2 		$29K Buy
443
+10
+2% +$676 ﹤0.01% 2863
2024
Q1 		$23K Sell
433
-50
-10% -$2.58K ﹤0.01% 2797
2023
Q4 		$26K Sell
483
-98
-17% -$5.57K ﹤0.01% 2595
2023
Q3 		$34K Buy
581
+35
+6% +$1.87K ﹤0.01% 2320
2023
Q2 		$22K Buy
546
+37
+7% +$1.57K ﹤0.01% 2569
2023
Q1 		$26K Buy
509
+43
+9% +$2.09K ﹤0.01% 2317
2022
Q4 		$19K Buy
466
+183
+65% +$8.94K ﹤0.01% 2406
2022
Q3 		$11K Buy
283
+113
+66% +$4.93K ﹤0.01% 2623
2022
Q2 		$9K Buy
170
+38
+29% +$1.43K ﹤0.01% 2633
2022
Q1 		$4K Buy
132
+26
+25% +$1.04K ﹤0.01% 2921
2021
Q4 		$5K Buy
+106
New +$6.06K ﹤0.01% 2716
2021
Q2 		$13K Hold
72
– – ﹤0.01% 1985
2021
Q1 		$13K Hold
72
– – ﹤0.01% 1985
2020
Q4 		$13K Hold
72
– – ﹤0.01% 1985
2020
Q3 		$13K Hold
72
– – ﹤0.01% 1985
2020
Q2 		$13K Hold
72
– – ﹤0.01% 1984
2020
Q1 		$13K Hold
72
– – ﹤0.01% 1984
2019
Q4 		$13K Hold
72
– – ﹤0.01% 1984
2019
Q3 		$13K Hold
72
– – ﹤0.01% 1984
2019
Q2 		$13K Hold
72
– – ﹤0.01% 1984
2019
Q1 		$13K Buy
+72
New +$1.25K ﹤0.01% 1984

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Futu Holdings (FUTU) stake by 8.2% in Q1 2026, buying an estimated $26.9K and bringing the position to 2,276 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Carson Wealth (CWM LLC) first reported a position in FUTU in Q1 2019 and has held it in 28 quarters since. The position peaked at $345K in Q4 2025. 370 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,276 shares of Futu Holdings worth $311K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 173 Futu Holdings shares in Q1 2026, an estimated $26.9K.
  • Futu Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2359 holding.
  • Carson Wealth (CWM LLC) first reported a position in Futu Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Futu Holdings position peaked at $345K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

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