Carson Wealth (CWM LLC)
NOTE

Carson Wealth (CWM LLC)’s FiscalNote NOTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-204
Closed – – 5544
2025
Q3 		$0 Sell
204
-1,132
-85% -$7.32K ﹤0.01% 5447
2025
Q2 		$9K Buy
1,336
+1,240
+1,292% +$9.29K ﹤0.01% 4361
2025
Q1 		$1K Sell
96
-66
-41% -$993 ﹤0.01% 4952
2024
Q4 		$2K Buy
162
+106
+189% +$1.29K ﹤0.01% 4575
2024
Q3 		$1K Buy
56
+32
+133% +$557 ﹤0.01% 4644
2024
Q2 		$0 Buy
24
+23
+2,300% +$365 ﹤0.01% 4817
2024
Q1 		$0 Buy
+1
New +$17 ﹤0.01% 4597

Other funds holding NOTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NOTE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of FiscalNote (NOTE) in Q4 2025, closing a stake of 204 shares.

Carson Wealth (CWM LLC) first reported a position in NOTE in Q1 2024 and held it in 7 quarters. The position peaked at $9K in Q2 2025. 51 funds tracked by Wall St. Rank hold NOTE as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining FiscalNote position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 204 FiscalNote shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in FiscalNote in Q1 2024 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s FiscalNote position peaked at $9K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held FiscalNote as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.