Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Group 1 Automotive GPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GPI Stock Details GPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Buy
837
+286
+52% +$99.8K ﹤0.01% 2448
2025
Q4 		$217K Buy
551
+37
+7% +$15.2K ﹤0.01% 2503
2025
Q3 		$225K Buy
514
+39
+8% +$17.5K ﹤0.01% 2355
2025
Q2 		$207K Hold
475
– – ﹤0.01% 2144
2025
Q1 		$181K Buy
475
+12
+3% +$5.26K ﹤0.01% 1985
2024
Q4 		$195K Buy
463
+7
+2% +$2.77K ﹤0.01% 1838
2024
Q3 		$175K Buy
456
+18
+4% +$6.19K ﹤0.01% 1827
2024
Q2 		$130K Buy
438
+34
+8% +$10.1K ﹤0.01% 1817
2024
Q1 		$118K Sell
404
-120
-23% -$32.8K ﹤0.01% 1778
2023
Q4 		$160K Sell
524
-9
-2% -$2.45K ﹤0.01% 1517
2023
Q3 		$143K Buy
533
+1
+0.2% +$262 ﹤0.01% 1451
2023
Q2 		$137K Buy
532
+4
+0.8% +$920 ﹤0.01% 1405
2023
Q1 		$120K Sell
528
-567
-52% -$120K ﹤0.01% 1393
2022
Q4 		$198K Sell
1,095
-36
-3% -$6.33K ﹤0.01% 1105
2022
Q3 		$162K Buy
1,131
+46
+4% +$7.89K ﹤0.01% 1134
2022
Q2 		$184K Buy
1,085
+40
+4% +$6.96K ﹤0.01% 1076
2022
Q1 		$175K Buy
1,045
+275
+36% +$50K ﹤0.01% 1095
2021
Q4 		$150K Buy
+770
New +$150K ﹤0.01% 1143
2021
Q2 		$113K Hold
730
– – ﹤0.01% 1094
2021
Q1 		$113K Hold
730
– – ﹤0.01% 1094
2020
Q4 		$113K Hold
730
– – ﹤0.01% 1094
2020
Q3 		$113K Hold
730
– – ﹤0.01% 1094
2020
Q2 		$113K Hold
730
– – ﹤0.01% 1094
2020
Q1 		$113K Hold
730
– – ﹤0.01% 1094
2019
Q4 		$113K Hold
730
– – ﹤0.01% 1094
2019
Q3 		$113K Hold
730
– – ﹤0.01% 1094
2019
Q2 		$113K Hold
730
– – ﹤0.01% 1094
2019
Q1 		$113K Buy
+730
New +$44.4K ﹤0.01% 1094

Other funds holding GPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 GPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Group 1 Automotive (GPI) stake by 52% in Q1 2026, buying an estimated $99.8K and bringing the position to 837 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Carson Wealth (CWM LLC) first reported a position in GPI in Q1 2019 and has held it in 28 quarters since. 380 funds tracked by Wall St. Rank hold GPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 837 shares of Group 1 Automotive worth $277K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 286 Group 1 Automotive shares in Q1 2026, an estimated $99.8K.
  • Group 1 Automotive made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2448 holding.
  • Carson Wealth (CWM LLC) first reported a position in Group 1 Automotive in Q1 2019 and has held it in 28 quarters since.
  • 380 funds tracked by Wall St. Rank held Group 1 Automotive as of Q1 2026.

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