Carson Wealth (CWM LLC)
LIF

Carson Wealth (CWM LLC)’s Life360 LIF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.35K Sell
180
-46
-20% -$2.38K ﹤0.01% 4903
2025
Q4 		$14K Sell
226
-158
-41% -$13.1K ﹤0.01% 4397
2025
Q3 		$41K Buy
384
+160
+71% +$13.5K ﹤0.01% 3690
2025
Q2 		$15K Buy
224
+173
+339% +$8.89K ﹤0.01% 4097
2025
Q1 		$2K Buy
51
+48
+1,600% +$2.07K ﹤0.01% 4843
2024
Q4 		$0 Buy
+3
New +$132 ﹤0.01% 5218

Other funds holding LIF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) reduced its Life360 (LIF) stake by 20% in Q1 2026, selling an estimated $2.38K and leaving 180 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4903.

Carson Wealth (CWM LLC) first reported a position in LIF in Q4 2024 and has held it in 6 quarters since. The position peaked at $41K in Q3 2025. 194 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 180 shares of Life360 worth $7.35K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 46 Life360 shares in Q1 2026, an estimated $2.38K.
  • Life360 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4903 holding.
  • Carson Wealth (CWM LLC) first reported a position in Life360 in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Life360 position peaked at $41K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

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