Carson Wealth (CWM LLC)
INFA

Carson Wealth (CWM LLC)’s Informatica INFA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,106
Closed -$226K – 5492
2025
Q3 		$226K Buy
9,106
+368
+4% +$9.08K ﹤0.01% 2351
2025
Q2 		$213K Sell
8,738
-68,121
-89% -$1.4M ﹤0.01% 2127
2025
Q1 		$1.34M Buy
76,859
+23,992
+45% +$526K 0.01% 1004
2024
Q4 		$1.37M Buy
52,867
+13,872
+36% +$363K 0.01% 936
2024
Q3 		$986K Buy
38,995
+7,585
+24% +$192K ﹤0.01% 1044
2024
Q2 		$970K Buy
31,410
+20,699
+193% +$652K ﹤0.01% 909
2024
Q1 		$375K Buy
10,711
+10,593
+8,977% +$333K ﹤0.01% 1235
2023
Q4 		$3K Buy
118
+104
+743% +$2.5K ﹤0.01% 3707
2023
Q3 		$0 Buy
+14
New +$279 ﹤0.01% 4329
2022
Q4 		– Sell
-304
Closed -$6K – 4099
2022
Q3 		$6K Hold
304
– – ﹤0.01% 2977
2022
Q2 		$6K Buy
+304
New +$6.02K ﹤0.01% 2891

Other funds holding INFA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INFA Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Informatica (INFA) in Q4 2025, closing a stake of 9,106 shares — an estimated $226K sold.

Carson Wealth (CWM LLC) first reported a position in INFA in Q2 2022 and held it in 11 quarters. The position peaked at $1.37M in Q4 2024. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9,106 Informatica shares in Q4 2025, an estimated $226K.
  • Carson Wealth (CWM LLC) first reported a position in Informatica in Q2 2022 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Informatica position peaked at $1.37M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.