Carson Wealth (CWM LLC)
INDI icon

Carson Wealth (CWM LLC)’s indie Semiconductor INDI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INDI Stock Details INDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.5K Buy
13,825
+3,574
+35% +$12.6K ﹤0.01% 3898
2025
Q4 		$36K Buy
10,251
+21
+0.2% +$92 ﹤0.01% 3830
2025
Q3 		$42K Sell
10,230
-4,985
-33% -$20.5K ﹤0.01% 3661
2025
Q2 		$54K Buy
15,215
+3,916
+35% +$9.86K ﹤0.01% 3224
2025
Q1 		$23K Buy
11,299
+3,878
+52% +$13.5K ﹤0.01% 3568
2024
Q4 		$30K Buy
7,421
+5,902
+389% +$24.2K ﹤0.01% 3171
2024
Q3 		$6K Buy
1,519
+615
+68% +$2.99K ﹤0.01% 4006
2024
Q2 		$6K Buy
904
+52
+6% +$331 ﹤0.01% 3781
2024
Q1 		$6K Buy
852
+510
+149% +$3.46K ﹤0.01% 3580
2023
Q4 		$3K Sell
342
-498
-59% -$3.25K ﹤0.01% 3706
2023
Q3 		$5K Sell
840
-192
-19% -$1.49K ﹤0.01% 3466
2023
Q2 		$10K Buy
1,032
+249
+32% +$2.25K ﹤0.01% 3082
2023
Q1 		$8K Sell
783
-149
-16% -$1.33K ﹤0.01% 3081
2022
Q4 		$5K Sell
932
-602
-39% -$4.44K ﹤0.01% 3187
2022
Q3 		$11K Sell
1,534
-573
-27% -$4.24K ﹤0.01% 2628
2022
Q2 		$12K Buy
+2,107
New +$14.5K ﹤0.01% 2463
2022
Q1 		– Sell
-2,000
Closed -$24K – 3678
2021
Q4 		$24K Buy
+2,000
New +$25.4K ﹤0.01% 1886
2021
Q2 		$10K Buy
+1,000
New +$9.53K ﹤0.01% 2106

Other funds holding INDI

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its indie Semiconductor (INDI) stake by 35% in Q1 2026, buying an estimated $12.6K and bringing the position to 13,825 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

Carson Wealth (CWM LLC) first reported a position in INDI in Q2 2021 and has held it in 18 quarters since. The position peaked at $54K in Q2 2025. 203 funds tracked by Wall St. Rank hold INDI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,825 shares of indie Semiconductor worth $44.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,574 indie Semiconductor shares in Q1 2026, an estimated $12.6K.
  • indie Semiconductor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3898 holding.
  • Carson Wealth (CWM LLC) first reported a position in indie Semiconductor in Q2 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s indie Semiconductor position peaked at $54K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held indie Semiconductor as of Q1 2026.

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