Carson Wealth (CWM LLC)
PWP icon

Carson Wealth (CWM LLC)’s Perella Weinberg Partners PWP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Buy
12,642
+8,088
+178% +$159K ﹤0.01% 2611
2025
Q4 		$79K Buy
4,554
+156
+4% +$2.91K ﹤0.01% 3248
2025
Q3 		$94K Buy
4,398
+462
+12% +$9.87K ﹤0.01% 3036
2025
Q2 		$76K Buy
3,936
+2,436
+162% +$43K ﹤0.01% 2943
2025
Q1 		$28K Buy
1,500
+380
+34% +$8.62K ﹤0.01% 3449
2024
Q4 		$27K Buy
1,120
+89
+9% +$2.06K ﹤0.01% 3247
2024
Q3 		$20K Buy
1,031
+144
+16% +$2.64K ﹤0.01% 3361
2024
Q2 		$14K Buy
887
+57
+7% +$861 ﹤0.01% 3352
2024
Q1 		$12K Buy
830
+8
+1% +$101 ﹤0.01% 3243
2023
Q4 		$10K Hold
822
– – ﹤0.01% 3198
2023
Q3 		$8K Buy
822
+37
+5% +$377 ﹤0.01% 3262
2023
Q2 		$7K Sell
785
-49
-6% -$404 ﹤0.01% 3296
2023
Q1 		$8K Buy
834
+73
+10% +$729 ﹤0.01% 3093
2022
Q4 		$7K Hold
761
– – ﹤0.01% 3026
2022
Q3 		$5K Buy
761
+672
+755% +$4.77K ﹤0.01% 3093
2022
Q2 		$1K Buy
+89
New +$644 ﹤0.01% 3609

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Perella Weinberg Partners (PWP) stake by 178% in Q1 2026, buying an estimated $159K and bringing the position to 12,642 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Carson Wealth (CWM LLC) first reported a position in PWP in Q2 2022 and has held it in 16 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,642 shares of Perella Weinberg Partners worth $230K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,088 Perella Weinberg Partners shares in Q1 2026, an estimated $159K.
  • Perella Weinberg Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2611 holding.
  • Carson Wealth (CWM LLC) first reported a position in Perella Weinberg Partners in Q2 2022 and has held it in 16 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

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