Carson Wealth (CWM LLC)
MVIS icon

Carson Wealth (CWM LLC)’s Microvision MVIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9K Buy
31,094
+28,540
+1,117% +$21.8K ﹤0.01% 4423
2025
Q4 		$2K Buy
2,554
+2,430
+1,960% +$2.58K ﹤0.01% 5109
2025
Q3 		$0 Sell
124
-580
-82% -$691 ﹤0.01% 5438
2025
Q2 		$1K Buy
704
+156
+28% +$180 ﹤0.01% 5036
2025
Q1 		$1K Buy
548
+317
+137% +$441 ﹤0.01% 4947
2024
Q4 		$0 Sell
231
-763
-77% -$802 ﹤0.01% 5067
2024
Q3 		$1K Buy
994
+755
+316% +$784 ﹤0.01% 4638
2024
Q2 		$0 Buy
239
+20
+9% +$26 ﹤0.01% 4807
2024
Q1 		$0 Hold
219
– – ﹤0.01% 4582
2023
Q4 		$1K Hold
219
– – ﹤0.01% 3984
2023
Q3 		$0 Sell
219
-20
-8% -$61 ﹤0.01% 4402
2023
Q2 		$1K Buy
+239
New +$836 ﹤0.01% 4010

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Microvision (MVIS) stake by 1,117% in Q1 2026, buying an estimated $21.8K and bringing the position to 31,094 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4423.

Carson Wealth (CWM LLC) first reported a position in MVIS in Q2 2023 and has held it in 12 quarters since. 149 funds tracked by Wall St. Rank hold MVIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31,094 shares of Microvision worth $19.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,540 Microvision shares in Q1 2026, an estimated $21.8K.
  • Microvision made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4423 holding.
  • Carson Wealth (CWM LLC) first reported a position in Microvision in Q2 2023 and has held it in 12 quarters since.
  • 149 funds tracked by Wall St. Rank held Microvision as of Q1 2026.

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