Carson Wealth (CWM LLC)
PRPL icon

Carson Wealth (CWM LLC)’s Purple Innovation PRPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRPL Stock Details PRPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21 Sell
1
-2
-67% -$35 ﹤0.01% 5630
2025
Q4 		$0 Sell
3
-4
-57% -$80 ﹤0.01% 5581
2025
Q3 		$0 Sell
7
-142
-95% -$3.32K ﹤0.01% 5480
2025
Q2 		$3K Buy
149
+7
+5% +$129 ﹤0.01% 4802
2025
Q1 		$3K Buy
142
+123
+647% +$2.83K ﹤0.01% 4670
2024
Q4 		$0 Buy
19
+12
+171% +$272 ﹤0.01% 5100
2024
Q3 		$0 Buy
7
+5
+250% +$144 ﹤0.01% 5079
2024
Q2 		$0 Buy
2
+1
+100% +$35 ﹤0.01% 4868
2024
Q1 		$0 Hold
1
– – ﹤0.01% 4661
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4437
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4465
2023
Q2 		$0 Hold
1
– – ﹤0.01% 4405
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4283
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4191
2022
Q3 		$0 Sell
1
-6
-86% -$521 ﹤0.01% 4129
2022
Q2 		$1K Buy
7
+6
+600% +$697 ﹤0.01% 3603
2022
Q1 		$0 Hold
1
– – ﹤0.01% 3802
2021
Q4 		$0 Buy
+1
New +$387 ﹤0.01% 3616

Other funds holding PRPL

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Purple Innovation (PRPL) stake by 67% in Q1 2026, selling an estimated $35 and leaving 1 share worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #5630.

Carson Wealth (CWM LLC) first reported a position in PRPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q2 2025. 66 funds tracked by Wall St. Rank hold PRPL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of Purple Innovation worth $21 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 Purple Innovation shares in Q1 2026, an estimated $35.
  • Purple Innovation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5630 holding.
  • Carson Wealth (CWM LLC) first reported a position in Purple Innovation in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Purple Innovation position peaked at $3K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Purple Innovation as of Q1 2026.

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