Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hippo Holdings HIPO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HIPO Stock Details HIPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28K Buy
1,076
+678
+170% +$19.3K ﹤0.01% 4216
2025
Q4 		$12K Buy
398
+30
+8% +$1K ﹤0.01% 4453
2025
Q3 		$13K Buy
368
+34
+10% +$1.06K ﹤0.01% 4349
2025
Q2 		$9K Buy
334
+58
+21% +$1.43K ﹤0.01% 4354
2025
Q1 		$7K Buy
276
+29
+12% +$805 ﹤0.01% 4284
2024
Q4 		$7K Sell
247
-6
-2% -$148 ﹤0.01% 4047
2024
Q3 		$4K Sell
253
-24
-9% -$432 ﹤0.01% 4185
2024
Q2 		$5K Buy
277
+271
+4,517% +$5.14K ﹤0.01% 3868
2024
Q1 		$0 Buy
+6
New +$74 ﹤0.01% 4491
2023
Q4 		– Sell
-12
Closed – – 4294
2023
Q3 		$0 Buy
+12
New +$151 ﹤0.01% 4312

Other funds holding HIPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bond Capital Management San Francisco, California $305M AUM 19.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SPCM
Stoic Point Capital Management Palo Alto, California $121M AUM

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

Carson Wealth (CWM LLC) increased its Hippo Holdings (HIPO) stake by 170% in Q1 2026, buying an estimated $19.3K and bringing the position to 1,076 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #4216.

Carson Wealth (CWM LLC) first reported a position in HIPO in Q3 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold HIPO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,076 shares of Hippo Holdings worth $28K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 678 Hippo Holdings shares in Q1 2026, an estimated $19.3K.
  • Hippo Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4216 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hippo Holdings in Q3 2023 and has held it in 10 quarters since.
  • 128 funds tracked by Wall St. Rank held Hippo Holdings as of Q1 2026.

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