Carson Wealth (CWM LLC)
RBLX icon

Carson Wealth (CWM LLC)’s Roblox RBLX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RBLX Stock Details RBLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.17M Sell
144,390
-89,762
-38% -$6.03M 0.02% 624
2025
Q4 		$19M Sell
234,152
-44,086
-16% -$4.68M 0.05% 332
2025
Q3 		$38.5M Buy
278,238
+72,029
+35% +$8.95M 0.12% 154
2025
Q2 		$21.7M Buy
206,209
+45,496
+28% +$3.57M 0.08% 220
2025
Q1 		$9.37M Buy
160,713
+64,111
+66% +$4.03M 0.04% 366
2024
Q4 		$5.59M Buy
96,602
+22,381
+30% +$1.13M 0.02% 449
2024
Q3 		$3.29M Buy
74,221
+28,329
+62% +$1.18M 0.01% 555
2024
Q2 		$1.71M Sell
45,892
-9,864
-18% -$351K 0.01% 686
2024
Q1 		$2.13M Sell
55,756
-13,885
-20% -$563K 0.01% 602
2023
Q4 		$3.18M Sell
69,641
-2,405
-3% -$88.9K 0.02% 486
2023
Q3 		$2.09M Sell
72,046
-1,495
-2% -$49.7K 0.01% 538
2023
Q2 		$2.96M Buy
73,541
+67,995
+1,226% +$2.73M 0.02% 450
2023
Q1 		$249K Buy
5,546
+847
+18% +$32.4K ﹤0.01% 1118
2022
Q4 		$134K Buy
4,699
+717
+18% +$25.2K ﹤0.01% 1257
2022
Q3 		$143K Buy
3,982
+529
+15% +$21.9K ﹤0.01% 1181
2022
Q2 		$113K Buy
3,453
+965
+39% +$32.4K ﹤0.01% 1269
2022
Q1 		$115K Sell
2,488
-129
-5% -$7.78K ﹤0.01% 1275
2021
Q4 		$270K Buy
+2,617
New +$254K ﹤0.01% 912
2021
Q2 		$139K Hold
1,540
– – ﹤0.01% 1021
2021
Q1 		$139K Buy
+1,540
New +$107K ﹤0.01% 1021

Other funds holding RBLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Roblox (RBLX) stake by 38% in Q1 2026, selling an estimated $6.03M and leaving 144,390 shares worth $8.17M. The position accounts for 0.02% of the portfolio, ranked #624.

Carson Wealth (CWM LLC) first reported a position in RBLX in Q1 2021 and has held it in 20 quarters since. The position peaked at $38.5M in Q3 2025. 831 funds tracked by Wall St. Rank hold RBLX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 144,390 shares of Roblox worth $8.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 89,762 Roblox shares in Q1 2026, an estimated $6.03M.
  • Roblox made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #624 holding.
  • Carson Wealth (CWM LLC) first reported a position in Roblox in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Roblox position peaked at $38.5M in Q3 2025.
  • 831 funds tracked by Wall St. Rank held Roblox as of Q1 2026.

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