Carson Wealth (CWM LLC)
HOOD icon

Carson Wealth (CWM LLC)’s Robinhood HOOD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.34M Sell
48,184
-29,919
-38% -$2.63M 0.01% 982
2025
Q4 		$8.83M Sell
78,103
-14,239
-15% -$1.85M 0.02% 567
2025
Q3 		$13.2M Buy
92,342
+8,930
+11% +$974K 0.04% 381
2025
Q2 		$7.81M Sell
83,412
-5,212
-6% -$308K 0.03% 457
2025
Q1 		$3.69M Sell
88,624
-9,265
-9% -$440K 0.01% 615
2024
Q4 		$3.65M Buy
97,889
+59,143
+153% +$1.91M 0.02% 549
2024
Q3 		$907K Buy
38,746
+15,524
+67% +$327K ﹤0.01% 1095
2024
Q2 		$527K Buy
23,222
+12,701
+121% +$249K ﹤0.01% 1173
2024
Q1 		$212K Buy
10,521
+5,141
+96% +$72.1K ﹤0.01% 1497
2023
Q4 		$69K Sell
5,380
-3,108
-37% -$30.9K ﹤0.01% 1983
2023
Q3 		$83K Buy
8,488
+3,219
+61% +$35.7K ﹤0.01% 1744
2023
Q2 		$53K Buy
5,269
+284
+6% +$2.65K ﹤0.01% 1940
2023
Q1 		$48K Buy
4,985
+797
+19% +$7.6K ﹤0.01% 1900
2022
Q4 		$34K Sell
4,188
-691
-14% -$6.77K ﹤0.01% 1998
2022
Q3 		$49K Buy
4,879
+906
+23% +$8.71K ﹤0.01% 1660
2022
Q2 		$33K Buy
+3,973
New +$38.7K ﹤0.01% 1836
2022
Q1 		– Sell
-2,445
Closed -$43K – 3657
2021
Q4 		$43K Buy
+2,445
New +$75.2K ﹤0.01% 1638

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Robinhood (HOOD) stake by 38% in Q1 2026, selling an estimated $2.63M and leaving 48,184 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #982.

Carson Wealth (CWM LLC) first reported a position in HOOD in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.2M in Q3 2025. 1,269 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 48,184 shares of Robinhood worth $3.34M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 29,919 Robinhood shares in Q1 2026, an estimated $2.63M.
  • Robinhood made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #982 holding.
  • Carson Wealth (CWM LLC) first reported a position in Robinhood in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Robinhood position peaked at $13.2M in Q3 2025.
  • 1,269 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

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