Carson Wealth (CWM LLC)
MKTW icon

Carson Wealth (CWM LLC)’s MarketWise MKTW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Buy
1,078
+311
+41% +$4.81K ﹤0.01% 4411
2025
Q4 		$12K Sell
767
-42
-5% -$657 ﹤0.01% 4467
2025
Q3 		$13K Sell
809
-90
-10% -$1.65K ﹤0.01% 4359
2025
Q2 		$18K Buy
899
+412
+85% +$6.32K ﹤0.01% 3976
2025
Q1 		$5K Buy
487
+383
+368% +$4.58K ﹤0.01% 4463
2024
Q4 		$1K Buy
104
+75
+259% +$837 ﹤0.01% 4748
2024
Q3 		$0 Buy
29
+10
+53% +$183 ﹤0.01% 5016
2024
Q2 		$0 Buy
+19
New +$560 ﹤0.01% 4793
2024
Q1 		– Hold
0
– – – 4569

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its MarketWise (MKTW) stake by 41% in Q1 2026, buying an estimated $4.81K and bringing the position to 1,078 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4411.

Carson Wealth (CWM LLC) first reported a position in MKTW in Q2 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,078 shares of MarketWise worth $20.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 311 MarketWise shares in Q1 2026, an estimated $4.81K.
  • MarketWise made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4411 holding.
  • Carson Wealth (CWM LLC) first reported a position in MarketWise in Q2 2024 and has held it in 8 quarters since.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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