Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lufax Holding LU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.34K Buy
3,927
+3,000
+324% +$7.58K ﹤0.01% 4904
2025
Q4 		$2K Hold
927
– – ﹤0.01% 5099
2025
Q3 		$4K Hold
927
– – ﹤0.01% 4825
2025
Q2 		$3K Hold
927
– – ﹤0.01% 4782
2025
Q1 		$3K Sell
927
-844
-48% -$2.34K ﹤0.01% 4643
2024
Q4 		$4K Sell
1,771
-2,667
-60% -$7.36K ﹤0.01% 4326
2024
Q3 		$15K Buy
4,438
+480
+12% +$1.26K ﹤0.01% 3549
2024
Q2 		$9K Sell
3,958
-2,174
-35% -$8.29K ﹤0.01% 3611
2024
Q1 		$26K Buy
6,132
+4,511
+278% +$12.6K ﹤0.01% 2734
2023
Q4 		$5K Buy
1,621
+1,392
+608% +$5.18K ﹤0.01% 3521
2023
Q3 		$1K Sell
229
-383
-63% -$2.12K ﹤0.01% 4012
2023
Q2 		$4K Sell
612
-995
-62% -$6.58K ﹤0.01% 3540
2023
Q1 		$13K Buy
1,607
+1,027
+177% +$9.85K ﹤0.01% 2795
2022
Q4 		$4K Sell
580
-236
-29% -$1.8K ﹤0.01% 3305
2022
Q3 		$8K Buy
816
+175
+27% +$2.99K ﹤0.01% 2826
2022
Q2 		$15K Buy
641
+125
+24% +$2.9K ﹤0.01% 2317
2022
Q1 		$12K Buy
516
+453
+719% +$9.98K ﹤0.01% 2378
2021
Q4 		$1K Buy
+63
New +$1.65K ﹤0.01% 3329
2021
Q2 		$3K Hold
63
– – ﹤0.01% 2536
2021
Q1 		$3K Hold
63
– – ﹤0.01% 2536
2020
Q4 		$3K Buy
+63
New +$3.77K ﹤0.01% 2536

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Lufax Holding (LU) stake by 324% in Q1 2026, buying an estimated $7.58K and bringing the position to 3,927 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4904.

Carson Wealth (CWM LLC) first reported a position in LU in Q4 2020 and has held it in 21 quarters since. The position peaked at $26K in Q1 2024. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,927 shares of Lufax Holding worth $7.34K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,000 Lufax Holding shares in Q1 2026, an estimated $7.58K.
  • Lufax Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4904 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lufax Holding in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Lufax Holding position peaked at $26K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

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