Carson Wealth (CWM LLC)
PEGA icon

Carson Wealth (CWM LLC)’s Pegasystems PEGA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.2M Buy
169,206
+5,056
+3% +$235K 0.02% 672
2025
Q4 		$9.8M Sell
164,150
-6,606
-4% -$387K 0.03% 537
2025
Q3 		$9.82M Buy
170,756
+38,315
+29% +$2.11M 0.03% 474
2025
Q2 		$7.17M Buy
132,441
+38,527
+41% +$1.75M 0.03% 489
2025
Q1 		$3.26M Buy
93,914
+23,314
+33% +$1.03M 0.01% 652
2024
Q4 		$3.29M Buy
70,600
+7,988
+13% +$342K 0.01% 587
2024
Q3 		$2.29M Buy
62,612
+20,206
+48% +$665K 0.01% 657
2024
Q2 		$1.28M Buy
42,406
+28,592
+207% +$857K 0.01% 785
2024
Q1 		$446K Buy
13,814
+11,332
+457% +$318K ﹤0.01% 1178
2023
Q4 		$61K Buy
2,482
+162
+7% +$3.79K ﹤0.01% 2054
2023
Q3 		$50K Buy
2,320
+1,032
+80% +$25.3K ﹤0.01% 2062
2023
Q2 		$32K Hold
1,288
– – ﹤0.01% 2321
2023
Q1 		$31K Sell
1,288
-176
-12% -$3.71K ﹤0.01% 2209
2022
Q4 		$25K Buy
1,464
+456
+45% +$7.88K ﹤0.01% 2212
2022
Q3 		$16K Buy
1,008
+406
+67% +$8.26K ﹤0.01% 2388
2022
Q2 		$14K Buy
602
+62
+11% +$1.85K ﹤0.01% 2380
2022
Q1 		$22K Buy
540
+480
+800% +$21.5K ﹤0.01% 2023
2021
Q4 		$3K Buy
+60
New +$3.55K ﹤0.01% 3012
2014
Q1 		– Sell
-400
Closed -$5K – 394
2013
Q4 		$5K Buy
+400
New +$4.38K ﹤0.01% 520

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Pegasystems (PEGA) stake by 3.1% in Q1 2026, buying an estimated $235K and bringing the position to 169,206 shares worth $7.2M. The position accounts for 0.02% of the portfolio, ranked #672.

Carson Wealth (CWM LLC) first reported a position in PEGA in Q4 2013 and has held it in 19 quarters since. The position peaked at $9.82M in Q3 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 169,206 shares of Pegasystems worth $7.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,056 Pegasystems shares in Q1 2026, an estimated $235K.
  • Pegasystems made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #672 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pegasystems in Q4 2013 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Pegasystems position peaked at $9.82M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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