Carson Wealth (CWM LLC)
OPAD icon

Carson Wealth (CWM LLC)’s Offerpad Solutions Inc. Class A Common Stock 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 $390M AUM 47.71% 1-Year Est. Return
KCIA
Kingsbury Capital Investment Advisors Wilmette, Illinois $118M AUM
KAS
Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Offerpad Solutions Inc. Class A Common Stock (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. 38 funds tracked by Wall St. Rank hold OPAD as of Q1 2026.

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

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