Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Grand Canyon Education LOPE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$875K Sell
5,147
-2,066
-29% -$347K ﹤0.01% 1623
2025
Q4 		$1.2M Buy
7,213
+4,060
+129% +$734K ﹤0.01% 1389
2025
Q3 		$692K Buy
3,153
+22
+0.7% +$4.23K ﹤0.01% 1615
2025
Q2 		$592K Buy
3,131
+56
+2% +$10.4K ﹤0.01% 1515
2025
Q1 		$532K Buy
3,075
+179
+6% +$31.1K ﹤0.01% 1419
2024
Q4 		$474K Sell
2,896
-2,819
-49% -$432K ﹤0.01% 1397
2024
Q3 		$811K Buy
5,715
+1,608
+39% +$232K ﹤0.01% 1142
2024
Q2 		$575K Buy
4,107
+1,239
+43% +$171K ﹤0.01% 1136
2024
Q1 		$391K Buy
2,868
+1,724
+151% +$225K ﹤0.01% 1221
2023
Q4 		$151K Buy
1,144
+771
+207% +$100K ﹤0.01% 1546
2023
Q3 		$44K Buy
373
+185
+98% +$20.5K ﹤0.01% 2142
2023
Q2 		$19K Sell
188
-1,329
-88% -$146K ﹤0.01% 2680
2023
Q1 		$173K Buy
1,517
+1,363
+885% +$153K ﹤0.01% 1257
2022
Q4 		$16K Buy
154
+32
+26% +$3.19K ﹤0.01% 2515
2022
Q3 		$10K Buy
122
+52
+74% +$4.51K ﹤0.01% 2683
2022
Q2 		$7K Buy
70
+4
+6% +$373 ﹤0.01% 2811
2022
Q1 		$6K Buy
66
+2
+3% +$175 ﹤0.01% 2761
2021
Q4 		$5K Buy
+64
New +$5.28K ﹤0.01% 2736
2021
Q2 		$16K Hold
181
– – ﹤0.01% 1895
2021
Q1 		$16K Hold
181
– – ﹤0.01% 1895
2020
Q4 		$16K Hold
181
– – ﹤0.01% 1895
2020
Q3 		$16K Hold
181
– – ﹤0.01% 1895
2020
Q2 		$16K Hold
181
– – ﹤0.01% 1895
2020
Q1 		$16K Hold
181
– – ﹤0.01% 1895
2019
Q4 		$16K Hold
181
– – ﹤0.01% 1895
2019
Q3 		$16K Hold
181
– – ﹤0.01% 1895
2019
Q2 		$16K Hold
181
– – ﹤0.01% 1895
2019
Q1 		$16K Buy
181
+145
+403% +$15K ﹤0.01% 1895
2018
Q4 		$3K Sell
36
-12
-25% -$1.4K ﹤0.01% 1666
2018
Q3 		$5K Buy
48
+38
+380% +$4.43K ﹤0.01% 1352
2018
Q2 		$1K Hold
10
– – ﹤0.01% 1549
2018
Q1 		$1K Buy
+10
New +$966 ﹤0.01% 1296

Other funds holding LOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Grand Canyon Education (LOPE) stake by 29% in Q1 2026, selling an estimated $347K and leaving 5,147 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Carson Wealth (CWM LLC) first reported a position in LOPE in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.2M in Q4 2025. 472 funds tracked by Wall St. Rank hold LOPE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,147 shares of Grand Canyon Education worth $875K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,066 Grand Canyon Education shares in Q1 2026, an estimated $347K.
  • Grand Canyon Education made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1623 holding.
  • Carson Wealth (CWM LLC) first reported a position in Grand Canyon Education in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Grand Canyon Education position peaked at $1.2M in Q4 2025.
  • 472 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2026.

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