Carson Wealth (CWM LLC)
PRDO icon

Carson Wealth (CWM LLC)’s Perdoceo Education PRDO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRDO Stock Details PRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Buy
4,173
+1,733
+71% +$57.3K ﹤0.01% 2938
2025
Q4 		$72K Sell
2,440
-9,233
-79% -$292K ﹤0.01% 3330
2025
Q3 		$440K Buy
11,673
+11,143
+2,102% +$357K ﹤0.01% 1874
2025
Q2 		$17K Buy
530
+24
+5% +$711 ﹤0.01% 4012
2025
Q1 		$13K Sell
506
-40
-7% -$1.06K ﹤0.01% 3967
2024
Q4 		$14K Buy
546
+441
+420% +$10.8K ﹤0.01% 3686
2024
Q3 		$2K Sell
105
-137
-57% -$3.08K ﹤0.01% 4446
2024
Q2 		$5K Hold
242
– – ﹤0.01% 3888
2024
Q1 		$4K Sell
242
-87
-26% -$1.54K ﹤0.01% 3777
2023
Q4 		$6K Sell
329
-39
-11% -$687 ﹤0.01% 3453
2023
Q3 		$6K Buy
368
+99
+37% +$1.51K ﹤0.01% 3395
2023
Q2 		$3K Hold
269
– – ﹤0.01% 3682
2023
Q1 		$4K Hold
269
– – ﹤0.01% 3413
2022
Q4 		$4K Sell
269
-240
-47% -$3.06K ﹤0.01% 3317
2022
Q3 		$5K Buy
509
+132
+35% +$1.58K ﹤0.01% 3092
2022
Q2 		$4K Sell
377
-1
-0.3% -$11 ﹤0.01% 3119
2022
Q1 		$4K Buy
378
+18
+5% +$200 ﹤0.01% 2949
2021
Q4 		$4K Buy
+360
New +$3.92K ﹤0.01% 2866

Other funds holding PRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Perdoceo Education (PRDO) stake by 71% in Q1 2026, buying an estimated $57.3K and bringing the position to 4,173 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Carson Wealth (CWM LLC) first reported a position in PRDO in Q4 2021 and has held it in 18 quarters since. The position peaked at $440K in Q3 2025. 322 funds tracked by Wall St. Rank hold PRDO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,173 shares of Perdoceo Education worth $155K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,733 Perdoceo Education shares in Q1 2026, an estimated $57.3K.
  • Perdoceo Education made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2938 holding.
  • Carson Wealth (CWM LLC) first reported a position in Perdoceo Education in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Perdoceo Education position peaked at $440K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Perdoceo Education as of Q1 2026.

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