Carson Wealth (CWM LLC)
RDZN icon

Carson Wealth (CWM LLC)’s Roadzen RDZN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RDZN Stock Details RDZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14 Sell
12
-7
-37% -$11 ﹤0.01% 5641
2025
Q4 		$0 Sell
19
-115
-86% -$176 ﹤0.01% 5593
2025
Q3 		$0 Sell
134
-884
-87% -$922 ﹤0.01% 5495
2025
Q2 		$1K Sell
1,018
-1,319
-56% -$1.32K ﹤0.01% 5060
2025
Q1 		$2K Buy
2,337
+1,223
+110% +$1.64K ﹤0.01% 4806
2024
Q4 		$2K Buy
1,114
+830
+292% +$1.02K ﹤0.01% 4601
2024
Q3 		$0 Buy
+284
New +$492 ﹤0.01% 5094

Other funds holding RDZN

MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Roadzen (RDZN) stake by 37% in Q1 2026, selling an estimated $11 and leaving 12 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #5641.

Carson Wealth (CWM LLC) first reported a position in RDZN in Q3 2024 and has held it in 7 quarters since. The position peaked at $2K in Q1 2025. 31 funds tracked by Wall St. Rank hold RDZN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12 shares of Roadzen worth $14 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7 Roadzen shares in Q1 2026, an estimated $11.
  • Roadzen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5641 holding.
  • Carson Wealth (CWM LLC) first reported a position in Roadzen in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Roadzen position peaked at $2K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Roadzen as of Q1 2026.

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