Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GoodRx Holdings GDRX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GDRX Stock Details GDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$179K Buy
91,554
+68,249
+293% +$160K ﹤0.01% 2820
2025
Q4 		$63K Buy
23,305
+17,474
+300% +$57.4K ﹤0.01% 3424
2025
Q3 		$25K Buy
5,831
+1,654
+40% +$7.27K ﹤0.01% 3981
2025
Q2 		$21K Buy
4,177
+698
+20% +$3.03K ﹤0.01% 3871
2025
Q1 		$15K Buy
3,479
+1,222
+54% +$5.74K ﹤0.01% 3871
2024
Q4 		$10K Buy
2,257
+52
+2% +$286 ﹤0.01% 3860
2024
Q3 		$15K Sell
2,205
-986
-31% -$7.74K ﹤0.01% 3539
2024
Q2 		$25K Buy
3,191
+316
+11% +$2.34K ﹤0.01% 2966
2024
Q1 		$20K Buy
2,875
+160
+6% +$1.06K ﹤0.01% 2910
2023
Q4 		$18K Hold
2,715
– – ﹤0.01% 2831
2023
Q3 		$15K Hold
2,715
– – ﹤0.01% 2869
2023
Q2 		$15K Hold
2,715
– – ﹤0.01% 2811
2023
Q1 		$17K Hold
2,715
– – ﹤0.01% 2616
2022
Q4 		$13K Sell
2,715
-143
-5% -$704 ﹤0.01% 2646
2022
Q3 		$13K Sell
2,858
-40
-1% -$252 ﹤0.01% 2515
2022
Q2 		$17K Buy
2,898
+674
+30% +$7.5K ﹤0.01% 2220
2022
Q1 		$43K Buy
2,224
+743
+50% +$17K ﹤0.01% 1665
2021
Q4 		$48K Buy
+1,481
New +$59.6K ﹤0.01% 1579
2021
Q2 		$85K Hold
2,367
– – ﹤0.01% 1193
2021
Q1 		$85K Hold
2,367
– – ﹤0.01% 1193
2020
Q4 		$85K Hold
2,367
– – ﹤0.01% 1193
2020
Q3 		$85K Buy
+2,367
New +$125K ﹤0.01% 1193

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $1.06B AUM 4.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GoodRx Holdings (GDRX) stake by 293% in Q1 2026, buying an estimated $160K and bringing the position to 91,554 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Carson Wealth (CWM LLC) first reported a position in GDRX in Q3 2020 and has held it in 22 quarters since. 175 funds tracked by Wall St. Rank hold GDRX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 91,554 shares of GoodRx Holdings worth $179K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68,249 GoodRx Holdings shares in Q1 2026, an estimated $160K.
  • GoodRx Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2820 holding.
  • Carson Wealth (CWM LLC) first reported a position in GoodRx Holdings in Q3 2020 and has held it in 22 quarters since.
  • 175 funds tracked by Wall St. Rank held GoodRx Holdings as of Q1 2026.

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