Carson Wealth (CWM LLC)
PHUN icon

Carson Wealth (CWM LLC)’s Phunware PHUN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60 Buy
+34
New +$62 ﹤0.01% 5598
2022
Q2 		– Sell
-12
Closed -$2K – 4029
2022
Q1 		$2K Hold
12
– – ﹤0.01% 3210
2021
Q4 		$2K Buy
+12
New +$1.84K ﹤0.01% 3162

Other funds holding PHUN

VCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Phunware (PHUN) in Q1 2026: 34 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #5598 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in PHUN as recently as Q1 2022.

Carson Wealth (CWM LLC) first reported a position in PHUN in Q4 2021 and has held it in 3 quarters since. The position peaked at $2K in Q1 2022. 31 funds tracked by Wall St. Rank hold PHUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34 shares of Phunware worth $60 as of Q1 2026.
  • Phunware was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Phunware made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5598 holding.
  • Carson Wealth (CWM LLC) first reported a position in Phunware in Q4 2021 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Phunware position peaked at $2K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Phunware as of Q1 2026.

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