Carson Wealth (CWM LLC)
ISPR icon

Carson Wealth (CWM LLC)’s Ispire Technology ISPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.93K Buy
2,678
+746
+39% +$1.93K ﹤0.01% 5033
2025
Q4 		$5K Buy
1,932
+94
+5% +$218 ﹤0.01% 4819
2025
Q3 		$5K Buy
1,838
+905
+97% +$2.63K ﹤0.01% 4733
2025
Q2 		$2K Buy
933
+7
+0.8% +$19 ﹤0.01% 4890
2025
Q1 		$3K Buy
926
+737
+390% +$3.11K ﹤0.01% 4635
2024
Q4 		$1K Buy
189
+118
+166% +$723 ﹤0.01% 4727
2024
Q3 		$0 Buy
71
+25
+54% +$181 ﹤0.01% 4974
2024
Q2 		$0 Buy
46
+44
+2,200% +$284 ﹤0.01% 4745
2024
Q1 		$0 Buy
+2
New +$20 ﹤0.01% 4517

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ispire Technology (ISPR) stake by 39% in Q1 2026, buying an estimated $1.93K and bringing the position to 2,678 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #5033.

Carson Wealth (CWM LLC) first reported a position in ISPR in Q1 2024 and has held it in 9 quarters since. The position peaked at $5K in Q4 2025. 61 funds tracked by Wall St. Rank hold ISPR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,678 shares of Ispire Technology worth $4.93K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 746 Ispire Technology shares in Q1 2026, an estimated $1.93K.
  • Ispire Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5033 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ispire Technology in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Ispire Technology position peaked at $5K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Ispire Technology as of Q1 2026.

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