Carson Wealth (CWM LLC)
PERI icon

Carson Wealth (CWM LLC)’s Perion Network PERI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PERI Stock Details PERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$999 Sell
100
-300
-75% -$2.72K ﹤0.01% 5398
2025
Q4 		$4K Buy
400
+300
+300% +$2.91K ﹤0.01% 4906
2025
Q3 		$1K Hold
100
– – ﹤0.01% 5170
2025
Q2 		$1K Hold
100
– – ﹤0.01% 5051
2025
Q1 		$1K Hold
100
– – ﹤0.01% 4963
2024
Q4 		$1K Hold
100
– – ﹤0.01% 4771
2024
Q3 		$1K Hold
100
– – ﹤0.01% 4670
2024
Q2 		$1K Hold
100
– – ﹤0.01% 4450
2024
Q1 		$2K Buy
+100
New +$2.55K ﹤0.01% 4022
2023
Q4 		– Sell
-2
Closed – – 4422
2023
Q3 		$0 Buy
+2
New +$67 ﹤0.01% 4455
2023
Q2 		– Sell
-4,050
Closed -$160K – 4396
2023
Q1 		$160K Buy
4,050
+4,002
+8,338% +$133K ﹤0.01% 1292
2022
Q4 		$1K Buy
+48
New +$1.17K ﹤0.01% 3809

Other funds holding PERI

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $162M AUM 2.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) reduced its Perion Network (PERI) stake by 75% in Q1 2026, selling an estimated $2.72K and leaving 100 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #5398.

Carson Wealth (CWM LLC) first reported a position in PERI in Q4 2022 and has held it in 12 quarters since. The position peaked at $160K in Q1 2023. 96 funds tracked by Wall St. Rank hold PERI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of Perion Network worth $999 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 300 Perion Network shares in Q1 2026, an estimated $2.72K.
  • Perion Network made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5398 holding.
  • Carson Wealth (CWM LLC) first reported a position in Perion Network in Q4 2022 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Perion Network position peaked at $160K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held Perion Network as of Q1 2026.

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