Carson Wealth (CWM LLC)
PXED

Carson Wealth (CWM LLC)’s Phoenix Education Partners PXED Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PXED Stock Details PXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.5K Buy
1,352
+990
+273% +$29.6K ﹤0.01% 3926
2025
Q4 		$11K Buy
+362
New +$12.1K ﹤0.01% 4523

Other funds holding PXED

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Phoenix Education Partners (PXED) stake by 273% in Q1 2026, buying an estimated $29.6K and bringing the position to 1,352 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3926.

Carson Wealth (CWM LLC) first reported a position in PXED in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold PXED as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,352 shares of Phoenix Education Partners worth $42.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 990 Phoenix Education Partners shares in Q1 2026, an estimated $29.6K.
  • Phoenix Education Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3926 holding.
  • Carson Wealth (CWM LLC) first reported a position in Phoenix Education Partners in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q1 2026.

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