Carson Wealth (CWM LLC)
OS

Carson Wealth (CWM LLC)’s OneStream Inc OS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OS Stock Details OS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$583K Buy
24,307
+14,454
+147% +$339K ﹤0.01% 1899
2025
Q4 		$181K Buy
+9,853
New +$188K ﹤0.01% 2653

Other funds holding OS

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its OneStream Inc (OS) stake by 147% in Q1 2026, buying an estimated $339K and bringing the position to 24,307 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Carson Wealth (CWM LLC) first reported a position in OS in Q4 2025 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,307 shares of OneStream Inc worth $583K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,454 OneStream Inc shares in Q1 2026, an estimated $339K.
  • OneStream Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1899 holding.
  • Carson Wealth (CWM LLC) first reported a position in OneStream Inc in Q4 2025 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

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