Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Opendoor OPEN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115K Sell
24,624
-827
-3% -$4.46K ﹤0.01% 3142
2025
Q4 		$148K Sell
25,451
-715
-3% -$5.12K ﹤0.01% 2791
2025
Q3 		$202K Sell
26,166
-58,263
-69% -$236K ﹤0.01% 2434
2025
Q2 		$44K Sell
84,429
-15,337
-15% -$11.1K ﹤0.01% 3381
2025
Q1 		$98K Buy
99,766
+97,429
+4,169% +$128K ﹤0.01% 2442
2024
Q4 		$4K Sell
2,337
-6,565
-74% -$11.9K ﹤0.01% 4341
2024
Q3 		$17K Buy
8,902
+7,314
+461% +$14.8K ﹤0.01% 3470
2024
Q2 		$3K Buy
1,588
+310
+24% +$669 ﹤0.01% 4104
2024
Q1 		$4K Sell
1,278
-93
-7% -$290 ﹤0.01% 3774
2023
Q4 		$6K Buy
1,371
+197
+17% +$550 ﹤0.01% 3448
2023
Q3 		$3K Sell
1,174
-93
-7% -$335 ﹤0.01% 3692
2023
Q2 		$5K Buy
1,267
+1,020
+413% +$2.21K ﹤0.01% 3456
2023
Q1 		$0 Sell
247
-2,788
-92% -$4.59K ﹤0.01% 4266
2022
Q4 		$3K Sell
3,035
-3,747
-55% -$7.18K ﹤0.01% 3442
2022
Q3 		$20K Buy
6,782
+5,042
+290% +$23.1K ﹤0.01% 2228
2022
Q2 		$8K Buy
1,740
+155
+10% +$1.02K ﹤0.01% 2723
2022
Q1 		$13K Buy
1,585
+1,232
+349% +$11.5K ﹤0.01% 2334
2021
Q4 		$5K Buy
+353
New +$6.52K ﹤0.01% 2743
2021
Q2 		$32K Hold
1,839
– – ﹤0.01% 1588
2021
Q1 		$32K Hold
1,839
– – ﹤0.01% 1588
2020
Q4 		$32K Hold
1,839
– – ﹤0.01% 1588
2020
Q3 		$32K Hold
1,839
– – ﹤0.01% 1588
2020
Q2 		$32K Buy
+1,839
New +$20.2K ﹤0.01% 1588

Other funds holding OPEN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LC
Lennar Corp Miami, Florida $63.2M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Opendoor (OPEN) stake by 3.2% in Q1 2026, selling an estimated $4.46K and leaving 24,624 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #3142.

Carson Wealth (CWM LLC) first reported a position in OPEN in Q2 2020 and has held it in 23 quarters since. The position peaked at $202K in Q3 2025. 363 funds tracked by Wall St. Rank hold OPEN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,624 shares of Opendoor worth $115K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 827 Opendoor shares in Q1 2026, an estimated $4.46K.
  • Opendoor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3142 holding.
  • Carson Wealth (CWM LLC) first reported a position in Opendoor in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Opendoor position peaked at $202K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Opendoor as of Q1 2026.

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