Carson Wealth (CWM LLC)
POWI icon

Carson Wealth (CWM LLC)’s Power Integrations POWI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87.8K Buy
1,714
+710
+71% +$32.6K ﹤0.01% 3382
2025
Q4 		$36K Sell
1,004
-289
-22% -$11K ﹤0.01% 3835
2025
Q3 		$52K Sell
1,293
-2,958
-70% -$143K ﹤0.01% 3508
2025
Q2 		$238K Buy
4,251
+3,111
+273% +$160K ﹤0.01% 2024
2025
Q1 		$58K Buy
1,140
+68
+6% +$4.07K ﹤0.01% 2855
2024
Q4 		$66K Buy
1,072
+402
+60% +$25.6K ﹤0.01% 2588
2024
Q3 		$43K Buy
670
+186
+38% +$12.3K ﹤0.01% 2804
2024
Q2 		$34K Buy
484
+38
+9% +$2.73K ﹤0.01% 2755
2024
Q1 		$32K Sell
446
-12
-3% -$896 ﹤0.01% 2606
2023
Q4 		$38K Sell
458
-637
-58% -$48.8K ﹤0.01% 2346
2023
Q3 		$84K Buy
1,095
+554
+102% +$47.4K ﹤0.01% 1738
2023
Q2 		$51K Buy
541
+47
+10% +$3.92K ﹤0.01% 1974
2023
Q1 		$42K Buy
494
+9
+2% +$747 ﹤0.01% 1992
2022
Q4 		$35K Buy
485
+80
+20% +$5.71K ﹤0.01% 1981
2022
Q3 		$26K Sell
405
-503
-55% -$37.6K ﹤0.01% 2063
2022
Q2 		$68K Buy
908
+579
+176% +$47K ﹤0.01% 1483
2022
Q1 		$30K Sell
329
-21
-6% -$1.83K ﹤0.01% 1844
2021
Q4 		$33K Buy
+350
New +$34.4K ﹤0.01% 1753
2021
Q2 		$20K Hold
245
– – ﹤0.01% 1800
2021
Q1 		$20K Hold
245
– – ﹤0.01% 1800
2020
Q4 		$20K Hold
245
– – ﹤0.01% 1800
2020
Q3 		$20K Sell
245
-245
-50% -$14.1K ﹤0.01% 1800
2020
Q2 		$20K Hold
490
– – ﹤0.01% 1799
2020
Q1 		$20K Hold
490
– – ﹤0.01% 1799
2019
Q4 		$20K Hold
490
– – ﹤0.01% 1799
2019
Q3 		$20K Hold
490
– – ﹤0.01% 1799
2019
Q2 		$20K Hold
490
– – ﹤0.01% 1799
2019
Q1 		$20K Buy
+490
New +$16.7K ﹤0.01% 1798

Other funds holding POWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Power Integrations (POWI) stake by 71% in Q1 2026, buying an estimated $32.6K and bringing the position to 1,714 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Carson Wealth (CWM LLC) first reported a position in POWI in Q1 2019 and has held it in 28 quarters since. The position peaked at $238K in Q2 2025. 308 funds tracked by Wall St. Rank hold POWI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,714 shares of Power Integrations worth $87.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 710 Power Integrations shares in Q1 2026, an estimated $32.6K.
  • Power Integrations made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3382 holding.
  • Carson Wealth (CWM LLC) first reported a position in Power Integrations in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Power Integrations position peaked at $238K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Power Integrations as of Q1 2026.

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