Carson Wealth (CWM LLC)
INOD icon

Carson Wealth (CWM LLC)’s Innodata INOD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INOD Stock Details INOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.4K Buy
2,185
+633
+41% +$31.6K ﹤0.01% 3410
2025
Q4 		$79K Sell
1,552
-579
-27% -$37.8K ﹤0.01% 3246
2025
Q3 		$164K Sell
2,131
-1,148
-35% -$58K ﹤0.01% 2595
2025
Q2 		$168K Sell
3,279
-1,920
-37% -$75.8K ﹤0.01% 2326
2025
Q1 		$187K Buy
5,199
+2,760
+113% +$121K ﹤0.01% 1964
2024
Q4 		$96K Buy
2,439
+2,163
+784% +$68.2K ﹤0.01% 2306
2024
Q3 		$5K Buy
276
+30
+12% +$505 ﹤0.01% 4103
2024
Q2 		$4K Buy
+246
New +$2.56K ﹤0.01% 3966

Other funds holding INOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innodata (INOD) stake by 41% in Q1 2026, buying an estimated $31.6K and bringing the position to 2,185 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3410.

Carson Wealth (CWM LLC) first reported a position in INOD in Q2 2024 and has held it in 8 quarters since. The position peaked at $187K in Q1 2025. 232 funds tracked by Wall St. Rank hold INOD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,185 shares of Innodata worth $84.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 633 Innodata shares in Q1 2026, an estimated $31.6K.
  • Innodata made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3410 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innodata in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Innodata position peaked at $187K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Innodata as of Q1 2026.

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