Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Magnite MGNI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGNI Stock Details MGNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.3K Buy
7,016
+4,435
+172% +$59.5K ﹤0.01% 3419
2025
Q4 		$42K Buy
2,581
+512
+25% +$8.5K ﹤0.01% 3728
2025
Q3 		$45K Buy
2,069
+294
+17% +$6.94K ﹤0.01% 3622
2025
Q2 		$43K Buy
1,775
+1,015
+134% +$15K ﹤0.01% 3397
2025
Q1 		$9K Buy
760
+313
+70% +$4.99K ﹤0.01% 4168
2024
Q4 		$7K Buy
447
+115
+35% +$1.69K ﹤0.01% 4058
2024
Q3 		$5K Buy
332
+120
+57% +$1.64K ﹤0.01% 4110
2024
Q2 		$3K Buy
212
+9
+4% +$98 ﹤0.01% 4087
2024
Q1 		$2K Hold
203
– – ﹤0.01% 4007
2023
Q4 		$2K Hold
203
– – ﹤0.01% 3820
2023
Q3 		$2K Sell
203
-10
-5% -$108 ﹤0.01% 3830
2023
Q2 		$3K Sell
213
-48
-18% -$534 ﹤0.01% 3663
2023
Q1 		$2K Hold
261
– – ﹤0.01% 3672
2022
Q4 		$3K Buy
261
+58
+29% +$529 ﹤0.01% 3434
2022
Q3 		$1K Sell
203
-1,174
-85% -$9.45K ﹤0.01% 3695
2022
Q2 		$12K Buy
1,377
+1,174
+578% +$12.6K ﹤0.01% 2468
2022
Q1 		$3K Hold
203
– – ﹤0.01% 3046
2021
Q4 		$4K Buy
+203
New +$4.58K ﹤0.01% 2852
2021
Q2 		$7K Hold
203
– – ﹤0.01% 2252
2021
Q1 		$7K Hold
203
– – ﹤0.01% 2252
2020
Q4 		$7K Hold
203
– – ﹤0.01% 2252
2020
Q3 		$7K Hold
203
– – ﹤0.01% 2250
2020
Q2 		$7K Hold
203
– – ﹤0.01% 2250
2020
Q1 		$7K Hold
203
– – ﹤0.01% 2250
2019
Q4 		$7K Hold
203
– – ﹤0.01% 2250
2019
Q3 		$7K Hold
203
– – ﹤0.01% 2249
2019
Q2 		$7K Hold
203
– – ﹤0.01% 2249
2019
Q1 		$7K Buy
+203
New +$1.04K ﹤0.01% 2249

Other funds holding MGNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Magnite (MGNI) stake by 172% in Q1 2026, buying an estimated $59.5K and bringing the position to 7,016 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

Carson Wealth (CWM LLC) first reported a position in MGNI in Q1 2019 and has held it in 28 quarters since. 297 funds tracked by Wall St. Rank hold MGNI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,016 shares of Magnite worth $83.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,435 Magnite shares in Q1 2026, an estimated $59.5K.
  • Magnite made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3419 holding.
  • Carson Wealth (CWM LLC) first reported a position in Magnite in Q1 2019 and has held it in 28 quarters since.
  • 297 funds tracked by Wall St. Rank held Magnite as of Q1 2026.

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