Carson Wealth (CWM LLC)
PRSO icon

Carson Wealth (CWM LLC)’s Peraso PRSO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRSO Stock Details PRSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1 Hold
1
– – ﹤0.01% 5670
2025
Q4 		$0 Hold
1
– – ﹤0.01% 5582
2025
Q3 		$0 Hold
1
– – ﹤0.01% 5481
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5260
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5162
2024
Q4 		$0 Hold
1
– – ﹤0.01% 5101
2024
Q3 		$0 Hold
1
– – ﹤0.01% 5080
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4869
2024
Q1 		$0 Buy
+1
New +$3 ﹤0.01% 4662
2023
Q4 		– Hold
0
– – – 4438
2023
Q3 		– Hold
0
– – – 4466
2023
Q2 		– Hold
0
– – – 4406
2023
Q1 		– Hold
0
– – – 4284
2022
Q4 		– Hold
0
– – – 4192

Other funds holding PRSO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $14.1B AUM 39.89% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM

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

Carson Wealth (CWM LLC) held its Peraso (PRSO) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #5670.

Carson Wealth (CWM LLC) first reported a position in PRSO in Q1 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold PRSO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of Peraso worth $1 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Peraso share count unchanged in Q1 2026.
  • Peraso made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5670 holding.
  • Carson Wealth (CWM LLC) first reported a position in Peraso in Q1 2024 and has held it in 9 quarters since.
  • 19 funds tracked by Wall St. Rank held Peraso as of Q1 2026.

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