Carson Wealth (CWM LLC)
OPAD icon

Carson Wealth (CWM LLC)’s Offerpad Solutions OPAD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPAD Stock Details OPAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed – – 5762
2025
Q4 		$0 Sell
2
-1
-33% -$22 ﹤0.01% 5555
2025
Q3 		$0 Sell
3
-261
-99% -$7.16K ﹤0.01% 5458
2025
Q2 		$2K Buy
264
+66
+33% +$760 ﹤0.01% 4910
2025
Q1 		$3K Buy
198
+124
+168% +$2.7K ﹤0.01% 4655
2024
Q4 		$2K Buy
74
+50
+208% +$1.79K ﹤0.01% 4585
2024
Q3 		$1K Buy
+24
New +$964 ﹤0.01% 4660

Other funds holding OPAD

FAFC
First American Financial Corporation Santa Ana, California $370M AUM 43.76% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Offerpad Solutions (OPAD) in Q1 2026, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in OPAD in Q3 2024 and held it in 6 quarters. The position peaked at $3K in Q1 2025. 37 funds tracked by Wall St. Rank hold OPAD as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Offerpad Solutions position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Offerpad Solutions shares in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Offerpad Solutions in Q3 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Offerpad Solutions position peaked at $3K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Offerpad Solutions as of Q1 2026.

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