Carson Wealth (CWM LLC)
PRSU

Carson Wealth (CWM LLC)’s Pursuit Attractions and Hospitality Inc PRSU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRSU Stock Details PRSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.2K Buy
606
+97
+19% +$3.46K ﹤0.01% 4343
2025
Q4 		$17K Buy
509
+42
+9% +$1.47K ﹤0.01% 4282
2025
Q3 		$17K Buy
467
+34
+8% +$1.15K ﹤0.01% 4237
2025
Q2 		$12K Sell
433
-92
-18% -$2.71K ﹤0.01% 4222
2025
Q1 		$19K Sell
525
-19
-3% -$742 ﹤0.01% 3734
2024
Q4 		$23K Buy
544
+62
+13% +$2.56K ﹤0.01% 3359
2024
Q3 		$17K Buy
482
+36
+8% +$1.23K ﹤0.01% 3482
2024
Q2 		$15K Buy
446
+19
+4% +$666 ﹤0.01% 3320
2024
Q1 		$17K Buy
427
+5
+1% +$174 ﹤0.01% 3024
2023
Q4 		$15K Sell
422
-48
-10% -$1.45K ﹤0.01% 2961
2023
Q3 		$12K Hold
470
– – ﹤0.01% 3064
2023
Q2 		$13K Buy
470
+172
+58% +$3.82K ﹤0.01% 2950
2023
Q1 		$6K Sell
298
-123
-29% -$3.06K ﹤0.01% 3248
2022
Q4 		$10K Buy
421
+396
+1,584% +$12.3K ﹤0.01% 2824
2022
Q3 		$1K Sell
25
-27
-52% -$943 ﹤0.01% 3811
2022
Q2 		$1K Buy
52
+38
+271% +$1.18K ﹤0.01% 3689
2022
Q1 		$0 Hold
14
– – ﹤0.01% 3921
2021
Q4 		$1K Buy
+14
New +$639 ﹤0.01% 3412
2021
Q2 		$1K Hold
14
– – ﹤0.01% 2878
2021
Q1 		$1K Hold
14
– – ﹤0.01% 2877
2020
Q4 		$1K Hold
14
– – ﹤0.01% 2877
2020
Q3 		$1K Hold
14
– – ﹤0.01% 2874
2020
Q2 		$1K Hold
14
– – ﹤0.01% 2874
2020
Q1 		$1K Hold
14
– – ﹤0.01% 2871
2019
Q4 		$1K Hold
14
– – ﹤0.01% 2871
2019
Q3 		$1K Hold
14
– – ﹤0.01% 2871
2019
Q2 		$1K Hold
14
– – ﹤0.01% 2871
2019
Q1 		$1K Buy
+14
New +$758 ﹤0.01% 2869

Other funds holding PRSU

CPI
Crestview Partners IV New York $485M AUM 83.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Pursuit Attractions and Hospitality Inc (PRSU) stake by 19% in Q1 2026, buying an estimated $3.46K and bringing the position to 606 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4343.

Carson Wealth (CWM LLC) first reported a position in PRSU in Q1 2019 and has held it in 28 quarters since. The position peaked at $23K in Q4 2024. 178 funds tracked by Wall St. Rank hold PRSU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 606 shares of Pursuit Attractions and Hospitality Inc worth $22.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 97 Pursuit Attractions and Hospitality Inc shares in Q1 2026, an estimated $3.46K.
  • Pursuit Attractions and Hospitality Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4343 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pursuit Attractions and Hospitality Inc in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Pursuit Attractions and Hospitality Inc position peaked at $23K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held Pursuit Attractions and Hospitality Inc as of Q1 2026.

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