Carson Wealth (CWM LLC)
PDYN icon

Carson Wealth (CWM LLC)’s Palladyne AI PDYN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PDYN Stock Details PDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Buy
2,490
+2,479
+22,536% +$16.8K ﹤0.01% 4581
2025
Q4 		$0 Buy
11
+2
+22% +$13 ﹤0.01% 5699
2025
Q3 		$0 Buy
+9
New +$75 ﹤0.01% 5602

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Palladyne AI (PDYN) stake by 22,536% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,490 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4581.

Carson Wealth (CWM LLC) first reported a position in PDYN in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold PDYN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,490 shares of Palladyne AI worth $15.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,479 Palladyne AI shares in Q1 2026, an estimated $16.8K.
  • Palladyne AI made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4581 holding.
  • Carson Wealth (CWM LLC) first reported a position in Palladyne AI in Q3 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Palladyne AI as of Q1 2026.

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