Carson Wealth (CWM LLC)
MSGE icon

Carson Wealth (CWM LLC)’s Madison Square Garden MSGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MSGE Stock Details MSGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101K Sell
1,721
-2
-0.1% -$118 ﹤0.01% 3256
2025
Q4 		$93K Buy
1,723
+226
+15% +$10.9K ﹤0.01% 3118
2025
Q3 		$68K Buy
1,497
+462
+45% +$18.7K ﹤0.01% 3274
2025
Q2 		$41K Buy
1,035
+892
+624% +$31.5K ﹤0.01% 3435
2025
Q1 		$5K Buy
143
+69
+93% +$2.4K ﹤0.01% 4466
2024
Q4 		$3K Buy
74
+2
+3% +$77 ﹤0.01% 4426
2024
Q3 		$3K Buy
72
+45
+167% +$1.76K ﹤0.01% 4297
2024
Q2 		$1K Sell
27
-33
-55% -$1.22K ﹤0.01% 4423
2024
Q1 		$2K Buy
60
+36
+150% +$1.28K ﹤0.01% 4008
2023
Q4 		$1K Hold
24
– – ﹤0.01% 3982
2023
Q3 		$1K Buy
24
+18
+300% +$594 ﹤0.01% 4024
2023
Q2 		$0 Buy
+6
New +$206 ﹤0.01% 4361

Other funds holding MSGE

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Madison Square Garden (MSGE) stake by 0.12% in Q1 2026, selling an estimated $118 and leaving 1,721 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

Carson Wealth (CWM LLC) first reported a position in MSGE in Q2 2023 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold MSGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,721 shares of Madison Square Garden worth $101K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 Madison Square Garden shares in Q1 2026, an estimated $118.
  • Madison Square Garden made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3256 holding.
  • Carson Wealth (CWM LLC) first reported a position in Madison Square Garden in Q2 2023 and has held it in 12 quarters since.
  • 243 funds tracked by Wall St. Rank held Madison Square Garden as of Q1 2026.

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