Carson Wealth (CWM LLC)
OEC icon

Carson Wealth (CWM LLC)’s Orion OEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$324K Buy
49,794
+35,200
+241% +$208K ﹤0.01% 2328
2025
Q4 		$77K Buy
14,594
+7,298
+100% +$39.6K ﹤0.01% 3275
2025
Q3 		$55K Sell
7,296
-11,998
-62% -$121K ﹤0.01% 3449
2025
Q2 		$202K Buy
19,294
+12,632
+190% +$143K ﹤0.01% 2163
2025
Q1 		$86K Buy
6,662
+5,947
+832% +$84.1K ﹤0.01% 2550
2024
Q4 		$11K Buy
715
+363
+103% +$6.13K ﹤0.01% 3818
2024
Q3 		$6K Sell
352
-1,742
-83% -$33.6K ﹤0.01% 4024
2024
Q2 		$46K Buy
2,094
+1,412
+207% +$34K ﹤0.01% 2527
2024
Q1 		$16K Buy
682
+520
+321% +$12K ﹤0.01% 3048
2023
Q4 		$4K Buy
162
+64
+65% +$1.47K ﹤0.01% 3614
2023
Q3 		$2K Buy
98
+92
+1,533% +$2.01K ﹤0.01% 3841
2023
Q2 		$0 Buy
+6
New +$145 ﹤0.01% 4381
2022
Q4 		– Sell
-152
Closed -$2K – 4168
2022
Q3 		$2K Hold
152
– – ﹤0.01% 3510
2022
Q2 		$2K Hold
152
– – ﹤0.01% 3381
2022
Q1 		$2K Buy
+152
New +$2.62K ﹤0.01% 3207

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Orion (OEC) stake by 241% in Q1 2026, buying an estimated $208K and bringing the position to 49,794 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Carson Wealth (CWM LLC) first reported a position in OEC in Q1 2022 and has held it in 15 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 49,794 shares of Orion worth $324K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,200 Orion shares in Q1 2026, an estimated $208K.
  • Orion made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2328 holding.
  • Carson Wealth (CWM LLC) first reported a position in Orion in Q1 2022 and has held it in 15 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

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