Carson Wealth (CWM LLC)
PAR icon

Carson Wealth (CWM LLC)’s PAR Technology PAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.3K Buy
2,121
+1,844
+666% +$43.3K ﹤0.01% 4208
2025
Q4 		$10K Buy
277
+48
+21% +$1.73K ﹤0.01% 4556
2025
Q3 		$9K Sell
229
-80
-26% -$4.42K ﹤0.01% 4533
2025
Q2 		$21K Buy
309
+11
+4% +$687 ﹤0.01% 3881
2025
Q1 		$18K Buy
298
+47
+19% +$3.15K ﹤0.01% 3760
2024
Q4 		$18K Buy
251
+21
+9% +$1.44K ﹤0.01% 3520
2024
Q3 		$12K Buy
230
+41
+22% +$2.13K ﹤0.01% 3686
2024
Q2 		$9K Buy
189
+35
+23% +$1.55K ﹤0.01% 3619
2024
Q1 		$7K Buy
154
+4
+3% +$177 ﹤0.01% 3525
2023
Q4 		$7K Buy
150
+62
+70% +$2.33K ﹤0.01% 3359
2023
Q3 		$3K Hold
88
– – ﹤0.01% 3694
2023
Q2 		$3K Hold
88
– – ﹤0.01% 3676
2023
Q1 		$3K Hold
88
– – ﹤0.01% 3547
2022
Q4 		$2K Buy
+88
New +$2.27K ﹤0.01% 3606
2022
Q2 		– Sell
-159
Closed -$6K – 4021
2022
Q1 		$6K Sell
159
-1,104
-87% -$45.2K ﹤0.01% 2772
2021
Q4 		$67K Buy
+1,263
New +$76.1K ﹤0.01% 1461
2021
Q2 		$88K Hold
1,263
– – ﹤0.01% 1183
2021
Q1 		$88K Hold
1,263
– – ﹤0.01% 1183
2020
Q4 		$88K Hold
1,263
– – ﹤0.01% 1183
2020
Q3 		$88K Hold
1,263
– – ﹤0.01% 1183
2020
Q2 		$88K Hold
1,263
– – ﹤0.01% 1183
2020
Q1 		$88K Hold
1,263
– – ﹤0.01% 1183
2019
Q4 		$88K Hold
1,263
– – ﹤0.01% 1183
2019
Q3 		$88K Hold
1,263
– – ﹤0.01% 1183
2019
Q2 		$88K Hold
1,263
– – ﹤0.01% 1183
2019
Q1 		$88K Buy
+1,263
New +$30.8K ﹤0.01% 1183

Other funds holding PAR

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PAR Technology (PAR) stake by 666% in Q1 2026, buying an estimated $43.3K and bringing the position to 2,121 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4208.

Carson Wealth (CWM LLC) first reported a position in PAR in Q1 2019 and has held it in 26 quarters since. The position peaked at $88K in Q2 2021. 200 funds tracked by Wall St. Rank hold PAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,121 shares of PAR Technology worth $28.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,844 PAR Technology shares in Q1 2026, an estimated $43.3K.
  • PAR Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4208 holding.
  • Carson Wealth (CWM LLC) first reported a position in PAR Technology in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s PAR Technology position peaked at $88K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held PAR Technology as of Q1 2026.

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