Carson Wealth (CWM LLC)
ONL

Carson Wealth (CWM LLC)’s Orion Office REIT ONL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ONL Stock Details ONL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.7K Sell
12,425
-1,521
-11% -$3.52K ﹤0.01% 4251
2025
Q4 		$32K Sell
13,946
-1,358
-9% -$3.2K ﹤0.01% 3913
2025
Q3 		$41K Sell
15,304
-9,488
-38% -$25.4K ﹤0.01% 3681
2025
Q2 		$53K Buy
24,792
+7,428
+43% +$14.2K ﹤0.01% 3236
2025
Q1 		$37K Sell
17,364
-7,832
-31% -$27.3K ﹤0.01% 3231
2024
Q4 		$93K Buy
25,196
+334
+1% +$1.31K ﹤0.01% 2327
2024
Q3 		$99K Buy
24,862
+7,830
+46% +$30.7K ﹤0.01% 2197
2024
Q2 		$61K Buy
17,032
+12,605
+285% +$43.2K ﹤0.01% 2335
2024
Q1 		$16K Sell
4,427
-704
-14% -$3.16K ﹤0.01% 3049
2023
Q4 		$29K Buy
5,131
+423
+9% +$2.21K ﹤0.01% 2541
2023
Q3 		$25K Sell
4,708
-646
-12% -$3.92K ﹤0.01% 2533
2023
Q2 		$35K Sell
5,354
-177
-3% -$1.1K ﹤0.01% 2254
2023
Q1 		$37K Buy
5,531
+315
+6% +$2.56K ﹤0.01% 2077
2022
Q4 		$45K Sell
5,216
-60
-1% -$548 ﹤0.01% 1799
2022
Q3 		$46K Sell
5,276
-178
-3% -$1.82K ﹤0.01% 1699
2022
Q2 		$60K Buy
+5,454
New +$70.4K ﹤0.01% 1546
2022
Q1 		– Sell
-6,254
Closed -$117K – 3769
2021
Q4 		$117K Buy
+6,254
New +$124K ﹤0.01% 1240

Other funds holding ONL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.94% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Orion Office REIT (ONL) stake by 11% in Q1 2026, selling an estimated $3.52K and leaving 12,425 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4251.

Carson Wealth (CWM LLC) first reported a position in ONL in Q4 2021 and has held it in 17 quarters since. The position peaked at $117K in Q4 2021. 191 funds tracked by Wall St. Rank hold ONL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,425 shares of Orion Office REIT worth $26.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,521 Orion Office REIT shares in Q1 2026, an estimated $3.52K.
  • Orion Office REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4251 holding.
  • Carson Wealth (CWM LLC) first reported a position in Orion Office REIT in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Orion Office REIT position peaked at $117K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held Orion Office REIT as of Q1 2026.

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