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

Other funds holding PRSO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $117M AUM