Carson Wealth (CWM LLC)’s Innventure Inc INV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INV Stock Details INV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$129K	Buy	+32,926	New	+$116K	﹤0.01%	3063

Other funds holding INV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Innventure Inc (INV) in Q1 2026: 32,926 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #3063 among its holdings.

107 funds tracked by Wall St. Rank hold INV as of Q1 2026.

Carson Wealth (CWM LLC) held 32,926 shares of Innventure Inc worth $129K as of Q1 2026.
Innventure Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
Innventure Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3063 holding.
107 funds tracked by Wall St. Rank held Innventure Inc as of Q1 2026.

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