Carson Wealth (CWM LLC)
PLUS icon

Carson Wealth (CWM LLC)’s ePlus PLUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Buy
3,992
+288
+8% +$23.6K ﹤0.01% 2379
2025
Q4 		$325K Sell
3,704
-10
-0.3% -$825 ﹤0.01% 2206
2025
Q3 		$264K Buy
3,714
+926
+33% +$65.3K ﹤0.01% 2232
2025
Q2 		$201K Buy
2,788
+2,096
+303% +$138K ﹤0.01% 2167
2025
Q1 		$42K Sell
692
-20
-3% -$1.41K ﹤0.01% 3126
2024
Q4 		$53K Sell
712
-890
-56% -$77.7K ﹤0.01% 2759
2024
Q3 		$158K Buy
1,602
+1,009
+170% +$88.8K ﹤0.01% 1888
2024
Q2 		$44K Buy
593
+549
+1,248% +$42K ﹤0.01% 2563
2024
Q1 		$3K Buy
44
+1
+2% +$78 ﹤0.01% 3878
2023
Q4 		$3K Sell
43
-16
-27% -$1.07K ﹤0.01% 3729
2023
Q3 		$4K Sell
59
-201
-77% -$12.4K ﹤0.01% 3584
2023
Q2 		$15K Sell
260
-142
-35% -$7K ﹤0.01% 2830
2023
Q1 		$20K Buy
402
+153
+61% +$7.76K ﹤0.01% 2522
2022
Q4 		$11K Buy
249
+163
+190% +$7.61K ﹤0.01% 2761
2022
Q3 		$4K Sell
86
-94
-52% -$4.6K ﹤0.01% 3203
2022
Q2 		$10K Hold
180
– – ﹤0.01% 2594
2022
Q1 		$10K Buy
+180
New +$8.95K ﹤0.01% 2486

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ePlus (PLUS) stake by 7.8% in Q1 2026, buying an estimated $23.6K and bringing the position to 3,992 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Carson Wealth (CWM LLC) first reported a position in PLUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $325K in Q4 2025. 282 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,992 shares of ePlus worth $300K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 288 ePlus shares in Q1 2026, an estimated $23.6K.
  • ePlus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2379 holding.
  • Carson Wealth (CWM LLC) first reported a position in ePlus in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s ePlus position peaked at $325K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

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