Carson Wealth (CWM LLC)
PDFS icon

Carson Wealth (CWM LLC)’s PDF Solutions PDFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.9K Buy
2,197
+38
+2% +$1.24K ﹤0.01% 3528
2025
Q4 		$62K Buy
2,159
+53
+3% +$1.47K ﹤0.01% 3439
2025
Q3 		$54K Buy
2,106
+271
+15% +$5.92K ﹤0.01% 3470
2025
Q2 		$39K Buy
1,835
+891
+94% +$16.9K ﹤0.01% 3468
2025
Q1 		$18K Buy
944
+432
+84% +$10.6K ﹤0.01% 3764
2024
Q4 		$14K Sell
512
-96
-16% -$2.89K ﹤0.01% 3684
2024
Q3 		$19K Buy
608
+158
+35% +$5.13K ﹤0.01% 3395
2024
Q2 		$16K Buy
450
+158
+54% +$5.28K ﹤0.01% 3271
2024
Q1 		$10K Sell
292
-107
-27% -$3.51K ﹤0.01% 3346
2023
Q4 		$13K Buy
399
+42
+12% +$1.27K ﹤0.01% 3041
2023
Q3 		$12K Sell
357
-27
-7% -$1.03K ﹤0.01% 3051
2023
Q2 		$17K Buy
384
+31
+9% +$1.26K ﹤0.01% 2754
2023
Q1 		$15K Hold
353
– – ﹤0.01% 2705
2022
Q4 		$10K Sell
353
-23
-6% -$621 ﹤0.01% 2808
2022
Q3 		$9K Buy
376
+156
+71% +$3.94K ﹤0.01% 2766
2022
Q2 		$5K Buy
+220
New +$5.08K ﹤0.01% 3000

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 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
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its PDF Solutions (PDFS) stake by 1.8% in Q1 2026, buying an estimated $1.24K and bringing the position to 2,197 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3528.

Carson Wealth (CWM LLC) first reported a position in PDFS in Q2 2022 and has held it in 16 quarters since. 208 funds tracked by Wall St. Rank hold PDFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,197 shares of PDF Solutions worth $71.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 38 PDF Solutions shares in Q1 2026, an estimated $1.24K.
  • PDF Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3528 holding.
  • Carson Wealth (CWM LLC) first reported a position in PDF Solutions in Q2 2022 and has held it in 16 quarters since.
  • 208 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2026.

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