Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s United Parks & Resorts PRKS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRKS Stock Details PRKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.8K Buy
790
+282
+56% +$9.87K ﹤0.01% 4269
2025
Q4 		$18K Buy
508
+13
+3% +$540 ﹤0.01% 4240
2025
Q3 		$26K Buy
495
+211
+74% +$10.6K ﹤0.01% 3972
2025
Q2 		$13K Sell
284
-81
-22% -$3.62K ﹤0.01% 4184
2025
Q1 		$17K Buy
365
+97
+36% +$5.01K ﹤0.01% 3815
2024
Q4 		$15K Buy
268
+57
+27% +$3.12K ﹤0.01% 3649
2024
Q3 		$11K Sell
211
-119
-36% -$6.16K ﹤0.01% 3757
2024
Q2 		$18K Buy
330
+69
+26% +$3.61K ﹤0.01% 3202
2024
Q1 		$15K Buy
261
+4
+2% +$203 ﹤0.01% 3115
2023
Q4 		$14K Buy
257
+40
+18% +$1.9K ﹤0.01% 3015
2023
Q3 		$10K Sell
217
-30
-12% -$1.52K ﹤0.01% 3154
2023
Q2 		$14K Sell
247
-11
-4% -$621 ﹤0.01% 2895
2023
Q1 		$16K Buy
258
+11
+4% +$672 ﹤0.01% 2672
2022
Q4 		$13K Buy
247
+14
+6% +$750 ﹤0.01% 2674
2022
Q3 		$11K Buy
233
+42
+22% +$2.09K ﹤0.01% 2655
2022
Q2 		$8K Buy
+191
New +$11.1K ﹤0.01% 2753

Other funds holding PRKS

HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
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
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its United Parks & Resorts (PRKS) stake by 56% in Q1 2026, buying an estimated $9.87K and bringing the position to 790 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4269.

Carson Wealth (CWM LLC) first reported a position in PRKS in Q2 2022 and has held it in 16 quarters since. The position peaked at $26K in Q3 2025. 212 funds tracked by Wall St. Rank hold PRKS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 790 shares of United Parks & Resorts worth $25.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 282 United Parks & Resorts shares in Q1 2026, an estimated $9.87K.
  • United Parks & Resorts made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4269 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Parks & Resorts in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s United Parks & Resorts position peaked at $26K in Q3 2025.
  • 212 funds tracked by Wall St. Rank held United Parks & Resorts as of Q1 2026.

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