Carson Wealth (CWM LLC)
III icon

Carson Wealth (CWM LLC)’s Information Services Group III Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.7K Buy
13,467
+3,543
+36% +$17.4K ﹤0.01% 3793
2025
Q4 		$57K Buy
9,924
+90
+0.9% +$505 ﹤0.01% 3501
2025
Q3 		$57K Buy
9,834
+220
+2% +$1.09K ﹤0.01% 3424
2025
Q2 		$46K Buy
9,614
+868
+10% +$3.74K ﹤0.01% 3349
2025
Q1 		$34K Buy
8,746
+738
+9% +$2.42K ﹤0.01% 3287
2024
Q4 		$27K Sell
8,008
-2,052
-20% -$6.86K ﹤0.01% 3241
2024
Q3 		$33K Buy
10,060
+5,390
+115% +$17.7K ﹤0.01% 3025
2024
Q2 		$14K Buy
4,670
+4,127
+760% +$13.9K ﹤0.01% 3344
2024
Q1 		$2K Buy
+543
New +$2.35K ﹤0.01% 3992

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Information Services Group (III) stake by 36% in Q1 2026, buying an estimated $17.4K and bringing the position to 13,467 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3793.

Carson Wealth (CWM LLC) first reported a position in III in Q1 2024 and has held it in 9 quarters since. The position peaked at $57K in Q4 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,467 shares of Information Services Group worth $51.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,543 Information Services Group shares in Q1 2026, an estimated $17.4K.
  • Information Services Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3793 holding.
  • Carson Wealth (CWM LLC) first reported a position in Information Services Group in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Information Services Group position peaked at $57K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

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