Carson Wealth (CWM LLC)
MIND icon

Carson Wealth (CWM LLC)’s MIND Technology MIND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MIND Stock Details MIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Hold
25,255
– – ﹤0.01% 2699
2025
Q4 		$222K Buy
25,255
+380
+2% +$3.81K ﹤0.01% 2486
2025
Q3 		$201K Buy
+24,875
New +$224K ﹤0.01% 2440

Other funds holding MIND

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its MIND Technology (MIND) position steady in Q1 2026 at 25,255 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Carson Wealth (CWM LLC) first reported a position in MIND in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 57 funds tracked by Wall St. Rank hold MIND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,255 shares of MIND Technology worth $211K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its MIND Technology share count unchanged in Q1 2026.
  • MIND Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2699 holding.
  • Carson Wealth (CWM LLC) first reported a position in MIND Technology in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s MIND Technology position peaked at $222K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held MIND Technology as of Q1 2026.

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