Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Li Auto LI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LI Stock Details LI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3K Buy
972
+177
+22% +$3.09K ﹤0.01% 4502
2025
Q4 		$13K Sell
795
-506
-39% -$10K ﹤0.01% 4420
2025
Q3 		$33K Sell
1,301
-33
-2% -$854 ﹤0.01% 3817
2025
Q2 		$36K Sell
1,334
-51
-4% -$1.35K ﹤0.01% 3510
2025
Q1 		$35K Sell
1,385
-21
-1% -$541 ﹤0.01% 3262
2024
Q4 		$34K Buy
1,406
+152
+12% +$3.77K ﹤0.01% 3084
2024
Q3 		$32K Sell
1,254
-214
-15% -$4.35K ﹤0.01% 3053
2024
Q2 		$26K Sell
1,468
-498
-25% -$12K ﹤0.01% 2943
2024
Q1 		$60K Buy
1,966
+168
+9% +$5.56K ﹤0.01% 2180
2023
Q4 		$67K Sell
1,798
-14
-0.8% -$505 ﹤0.01% 2006
2023
Q3 		$65K Buy
1,812
+676
+60% +$26.7K ﹤0.01% 1909
2023
Q2 		$40K Buy
1,136
+252
+29% +$7.09K ﹤0.01% 2137
2023
Q1 		$22K Buy
884
+320
+57% +$7.56K ﹤0.01% 2434
2022
Q4 		$12K Buy
564
+176
+45% +$3.35K ﹤0.01% 2702
2022
Q3 		$9K Buy
388
+16
+4% +$499 ﹤0.01% 2756
2022
Q2 		$14K Sell
372
-125
-25% -$3.34K ﹤0.01% 2373
2022
Q1 		$13K Buy
497
+80
+19% +$2.21K ﹤0.01% 2328
2021
Q4 		$13K Buy
+417
New +$12.9K ﹤0.01% 2208
2021
Q2 		$37K Hold
1,063
– – ﹤0.01% 1530
2021
Q1 		$37K Hold
1,063
– – ﹤0.01% 1530
2020
Q4 		$37K Hold
1,063
– – ﹤0.01% 1530
2020
Q3 		$37K Buy
+1,063
New +$17.8K ﹤0.01% 1530

Other funds holding LI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $57.8M AUM 56.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Li Auto (LI) stake by 22% in Q1 2026, buying an estimated $3.09K and bringing the position to 972 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4502.

Carson Wealth (CWM LLC) first reported a position in LI in Q3 2020 and has held it in 22 quarters since. The position peaked at $67K in Q4 2023. 168 funds tracked by Wall St. Rank hold LI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 972 shares of Li Auto worth $17.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 177 Li Auto shares in Q1 2026, an estimated $3.09K.
  • Li Auto made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4502 holding.
  • Carson Wealth (CWM LLC) first reported a position in Li Auto in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Li Auto position peaked at $67K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held Li Auto as of Q1 2026.

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