Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Groupon GRPN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GRPN Stock Details GRPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.27K Buy
443
+154
+53% +$2.06K ﹤0.01% 5006
2025
Q4 		$5K Sell
289
-1,569
-84% -$29.6K ﹤0.01% 4808
2025
Q3 		$43K Buy
1,858
+855
+85% +$24.6K ﹤0.01% 3644
2025
Q2 		$34K Buy
1,003
+22
+2% +$561 ﹤0.01% 3554
2025
Q1 		$18K Buy
981
+924
+1,621% +$11.7K ﹤0.01% 3750
2024
Q4 		$1K Buy
57
+11
+24% +$115 ﹤0.01% 4710
2024
Q3 		$0 Buy
46
+1
+2% +$13 ﹤0.01% 4948
2024
Q2 		$1K Sell
45
-90
-67% -$1.2K ﹤0.01% 4389
2024
Q1 		$2K Buy
135
+1
+0.7% +$15 ﹤0.01% 3981
2023
Q4 		$2K Sell
134
-5
-4% -$60 ﹤0.01% 3804
2023
Q3 		$2K Buy
139
+5
+4% +$49 ﹤0.01% 3804
2023
Q2 		$1K Hold
134
– – ﹤0.01% 3964
2023
Q1 		$1K Sell
134
-203
-60% -$1.4K ﹤0.01% 3838
2022
Q4 		$3K Buy
337
+237
+237% +$1.83K ﹤0.01% 3412
2022
Q3 		$1K Sell
100
-202
-67% -$2.2K ﹤0.01% 3658
2022
Q2 		$3K Buy
302
+202
+202% +$3.32K ﹤0.01% 3197
2022
Q1 		$2K Hold
100
– – ﹤0.01% 3176
2021
Q4 		$2K Buy
+100
New +$2.33K ﹤0.01% 3125
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2433
2021
Q1 		$4K Hold
100
– – ﹤0.01% 2433
2020
Q4 		$4K Hold
100
– – ﹤0.01% 2432
2020
Q3 		$4K Hold
100
– – ﹤0.01% 2432
2020
Q2 		$4K Buy
100
+95
+1,900% +$2.12K ﹤0.01% 2432
2020
Q1 		$4K Hold
5
– – ﹤0.01% 2432
2019
Q4 		$4K Hold
5
– – ﹤0.01% 2431
2019
Q3 		$4K Hold
5
– – ﹤0.01% 2431
2019
Q2 		$4K Hold
5
– – ﹤0.01% 2431
2019
Q1 		$4K Sell
5
-504
-99% -$35.5K ﹤0.01% 2430
2018
Q4 		$33K Sell
509
-1,590
-76% -$102K ﹤0.01% 986
2018
Q3 		$158K Sell
2,099
-30,912
-94% -$2.72M ﹤0.01% 554
2018
Q2 		$2.84M Buy
33,011
+730
+2% +$67.7K 0.09% 179
2018
Q1 		$2.8M Sell
32,281
-776
-2% -$75.2K 0.11% 147
2017
Q4 		$3.37M Sell
33,057
-10,692
-24% -$1.12M 0.15% 113
2017
Q3 		$4.55M Sell
43,749
-880
-2% -$72.7K 0.22% 88
2017
Q2 		$3.43M Sell
44,629
-3,784
-8% -$262K 0.18% 101
2017
Q1 		$3.81M Sell
48,413
-3,715
-7% -$286K 0.22% 94
2016
Q4 		$3.46M Sell
52,128
-2,505
-5% -$211K 0.21% 112
2016
Q3 		$5.63M Sell
54,633
-4,485
-8% -$437K 0.39% 75
2016
Q2 		$3.84M Buy
59,118
+8,797
+17% +$651K 0.28% 108
2016
Q1 		$4.02M Sell
50,321
-4,858
-9% -$336K 0.35% 92
2015
Q4 		$3.39M Buy
55,179
+1,000
+2% +$64.3K 0.33% 99
2015
Q3 		$3.53M Buy
54,179
+19,983
+58% +$1.78M 0.36% 96
2015
Q2 		$3.44M Buy
34,196
+4,448
+15% +$574K 0.33% 106
2015
Q1 		$4.29M Sell
29,748
-1,388
-4% -$213K 0.43% 93
2014
Q4 		$5.14M Buy
31,136
+4,203
+16% +$597K 0.62% 48
2014
Q3 		$3.6M Buy
26,933
+4,336
+19% +$565K 0.52% 61
2014
Q2 		$2.99M Buy
22,597
+11,363
+101% +$1.5M 0.54% 57
2014
Q1 		$1.76M Buy
11,234
+7,440
+196% +$1.44M 0.24% 74
2013
Q4 		$890K Buy
3,794
+1,612
+74% +$333K 0.14% 105
2013
Q3 		$489K Buy
+2,182
New +$435K 0.13% 111

Other funds holding GRPN

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WM
Windward Management Miami Beach, Florida $130M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GECH
Garnet Equity Capital Holdings New York $530M AUM 69.48% 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

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

Carson Wealth (CWM LLC) increased its Groupon (GRPN) stake by 53% in Q1 2026, buying an estimated $2.06K and bringing the position to 443 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #5006.

Carson Wealth (CWM LLC) first reported a position in GRPN in Q3 2013 and has held it in 50 quarters since. The position peaked at $5.63M in Q3 2016. 150 funds tracked by Wall St. Rank hold GRPN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 443 shares of Groupon worth $5.27K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 154 Groupon shares in Q1 2026, an estimated $2.06K.
  • Groupon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5006 holding.
  • Carson Wealth (CWM LLC) first reported a position in Groupon in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Groupon position peaked at $5.63M in Q3 2016.
  • 150 funds tracked by Wall St. Rank held Groupon as of Q1 2026.

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