Carson Wealth (CWM LLC)
KARO icon

Carson Wealth (CWM LLC)’s Karooooo KARO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KARO Stock Details KARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.93K Hold
99
– – ﹤0.01% 5032
2025
Q4 		$5K Buy
+99
New +$4.64K ﹤0.01% 4822

Other funds holding KARO

GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Karooooo (KARO) position steady in Q1 2026 at 99 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #5032.

Carson Wealth (CWM LLC) first reported a position in KARO in Q4 2025 and has held it in 2 quarters since. The position peaked at $5K in Q4 2025. 67 funds tracked by Wall St. Rank hold KARO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 99 shares of Karooooo worth $4.93K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Karooooo share count unchanged in Q1 2026.
  • Karooooo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5032 holding.
  • Carson Wealth (CWM LLC) first reported a position in Karooooo in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Karooooo position peaked at $5K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Karooooo as of Q1 2026.

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