Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s 908 Devices MASS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MASS Stock Details MASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4K Sell
6,594
-200
-3% -$1.25K ﹤0.01% 3959
2025
Q4 		$36K Sell
6,794
-52
-0.8% -$363 ﹤0.01% 3833
2025
Q3 		$60K Sell
6,846
-1,029
-13% -$6.84K ﹤0.01% 3375
2025
Q2 		$56K Buy
7,875
+912
+13% +$5.07K ﹤0.01% 3190
2025
Q1 		$31K Buy
6,963
+5,877
+541% +$17.4K ﹤0.01% 3363
2024
Q4 		$2K Buy
1,086
+894
+466% +$2.56K ﹤0.01% 4562
2024
Q3 		$1K Buy
192
+158
+465% +$701 ﹤0.01% 4629
2024
Q2 		$0 Buy
+34
New +$205 ﹤0.01% 4782
2023
Q4 		– Sell
-72
Closed – – 4363
2023
Q3 		$0 Buy
72
+4
+6% +$28 ﹤0.01% 4379
2023
Q2 		$0 Hold
68
– – ﹤0.01% 4344
2023
Q1 		$1K Buy
68
+36
+113% +$321 ﹤0.01% 3868
2022
Q4 		$0 Buy
+32
New +$387 ﹤0.01% 4134

Other funds holding MASS

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its 908 Devices (MASS) stake by 2.9% in Q1 2026, selling an estimated $1.25K and leaving 6,594 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3959.

Carson Wealth (CWM LLC) first reported a position in MASS in Q4 2022 and has held it in 12 quarters since. The position peaked at $60K in Q3 2025. 112 funds tracked by Wall St. Rank hold MASS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,594 shares of 908 Devices worth $40.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 200 908 Devices shares in Q1 2026, an estimated $1.25K.
  • 908 Devices made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3959 holding.
  • Carson Wealth (CWM LLC) first reported a position in 908 Devices in Q4 2022 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s 908 Devices position peaked at $60K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held 908 Devices as of Q1 2026.

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