Carson Wealth (CWM LLC)
INTR icon

Carson Wealth (CWM LLC)’s Inter&Co INTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$605 Hold
76
– – ﹤0.01% 5454
2025
Q4 		$1K Hold
76
– – ﹤0.01% 5233
2025
Q3 		$1K Hold
76
– – ﹤0.01% 5139
2025
Q2 		$1K Sell
76
-10
-12% -$66 ﹤0.01% 5022
2025
Q1 		$0 Buy
+86
New +$447 ﹤0.01% 5123

Other funds holding INTR

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Inter&Co (INTR) position steady in Q1 2026 at 76 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #5454.

Carson Wealth (CWM LLC) first reported a position in INTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1K in Q4 2025. 128 funds tracked by Wall St. Rank hold INTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 76 shares of Inter&Co worth $605 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Inter&Co share count unchanged in Q1 2026.
  • Inter&Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5454 holding.
  • Carson Wealth (CWM LLC) first reported a position in Inter&Co in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Inter&Co position peaked at $1K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Inter&Co as of Q1 2026.

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