Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kulicke & Soffa KLIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Buy
24,785
+327
+1% +$20.8K ﹤0.01% 1290
2025
Q4 		$1.11M Buy
24,458
+1,260
+5% +$53.2K ﹤0.01% 1429
2025
Q3 		$943K Buy
23,198
+3,522
+18% +$131K ﹤0.01% 1443
2025
Q2 		$681K Buy
19,676
+18,366
+1,402% +$597K ﹤0.01% 1453
2025
Q1 		$43K Sell
1,310
-1,036
-44% -$42.5K ﹤0.01% 3101
2024
Q4 		$109K Buy
2,346
+423
+22% +$19.8K ﹤0.01% 2227
2024
Q3 		$87K Buy
1,923
+970
+102% +$42.9K ﹤0.01% 2289
2024
Q2 		$47K Sell
953
-242
-20% -$11.4K ﹤0.01% 2514
2024
Q1 		$60K Buy
1,195
+416
+53% +$20.8K ﹤0.01% 2179
2023
Q4 		$43K Buy
779
+426
+121% +$20.7K ﹤0.01% 2272
2023
Q3 		$17K Sell
353
-33
-9% -$1.75K ﹤0.01% 2789
2023
Q2 		$23K Buy
386
+9
+2% +$464 ﹤0.01% 2541
2023
Q1 		$20K Sell
377
-43
-10% -$2.24K ﹤0.01% 2514
2022
Q4 		$19K Buy
420
+137
+48% +$6.02K ﹤0.01% 2412
2022
Q3 		$11K Buy
283
+23
+9% +$1.02K ﹤0.01% 2630
2022
Q2 		$11K Buy
260
+79
+44% +$3.91K ﹤0.01% 2525
2022
Q1 		$10K Sell
181
-155
-46% -$8.56K ﹤0.01% 2476
2021
Q4 		$20K Buy
+336
New +$19.2K ﹤0.01% 1990
2019
Q1 		– Sell
-143
Closed -$3K – 3127
2018
Q4 		$3K Buy
143
+126
+741% +$2.61K ﹤0.01% 1665
2018
Q3 		$0 Hold
17
– – ﹤0.01% 1925
2018
Q2 		$0 Hold
17
– – ﹤0.01% 1732
2018
Q1 		$0 Hold
17
– – ﹤0.01% 1479
2017
Q4 		$0 Hold
17
– – ﹤0.01% 1518
2017
Q3 		$0 Hold
17
– – ﹤0.01% 1520
2017
Q2 		$0 Hold
17
– – ﹤0.01% 1254
2017
Q1 		$0 Buy
+17
New +$327 ﹤0.01% 1241

Other funds holding KLIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kulicke & Soffa (KLIC) stake by 1.3% in Q1 2026, buying an estimated $20.8K and bringing the position to 24,785 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Carson Wealth (CWM LLC) first reported a position in KLIC in Q1 2017 and has held it in 26 quarters since. 369 funds tracked by Wall St. Rank hold KLIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,785 shares of Kulicke & Soffa worth $1.63M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 327 Kulicke & Soffa shares in Q1 2026, an estimated $20.8K.
  • Kulicke & Soffa made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1290 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kulicke & Soffa in Q1 2017 and has held it in 26 quarters since.
  • 369 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q1 2026.

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