Carson Wealth (CWM LLC)
GDYN icon

Carson Wealth (CWM LLC)’s Grid Dynamics Holdings GDYN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GDYN Stock Details GDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
21,230
+19,721
+1,307% +$145K ﹤0.01% 3100
2025
Q4 		$14K Buy
1,509
+351
+30% +$3.04K ﹤0.01% 4371
2025
Q3 		$9K Buy
1,158
+1,073
+1,262% +$9.58K ﹤0.01% 4524
2025
Q2 		$1K Sell
85
-2,604
-97% -$34.2K ﹤0.01% 5000
2025
Q1 		$42K Sell
2,689
-359
-12% -$7.19K ﹤0.01% 3113
2024
Q4 		$68K Buy
3,048
+2,976
+4,133% +$52K ﹤0.01% 2564
2024
Q3 		$1K Buy
72
+53
+279% +$685 ﹤0.01% 4589
2024
Q2 		$0 Buy
+19
New +$196 ﹤0.01% 4710
2023
Q2 		– Sell
-61
Closed -$1K – 4280
2023
Q1 		$1K Sell
61
-46
-43% -$540 ﹤0.01% 3831
2022
Q4 		$1K Hold
107
– – ﹤0.01% 3747
2022
Q3 		$2K Hold
107
– – ﹤0.01% 3458
2022
Q2 		$2K Hold
107
– – ﹤0.01% 3331
2022
Q1 		$2K Buy
+107
New +$2.19K ﹤0.01% 3171

Other funds holding GDYN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Grid Dynamics Holdings (GDYN) stake by 1,307% in Q1 2026, buying an estimated $145K and bringing the position to 21,230 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Carson Wealth (CWM LLC) first reported a position in GDYN in Q1 2022 and has held it in 13 quarters since. 196 funds tracked by Wall St. Rank hold GDYN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,230 shares of Grid Dynamics Holdings worth $121K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,721 Grid Dynamics Holdings shares in Q1 2026, an estimated $145K.
  • Grid Dynamics Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3100 holding.
  • Carson Wealth (CWM LLC) first reported a position in Grid Dynamics Holdings in Q1 2022 and has held it in 13 quarters since.
  • 196 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q1 2026.

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