Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Riot Platforms RIOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Sell
33,853
-10,942
-24% -$168K ﹤0.01% 2140
2025
Q4 		$568K Buy
44,795
+38,041
+563% +$651K ﹤0.01% 1842
2025
Q3 		$129K Buy
6,754
+13
+0.2% +$180 ﹤0.01% 2783
2025
Q2 		$76K Sell
6,741
-21,193
-76% -$180K ﹤0.01% 2945
2025
Q1 		$199K Buy
27,934
+20,608
+281% +$214K ﹤0.01% 1923
2024
Q4 		$75K Buy
7,326
+3,938
+116% +$42.9K ﹤0.01% 2478
2024
Q3 		$25K Sell
3,388
-123
-4% -$1.06K ﹤0.01% 3230
2024
Q2 		$32K Buy
3,511
+82
+2% +$827 ﹤0.01% 2791
2024
Q1 		$42K Sell
3,429
-1,777
-34% -$23.1K ﹤0.01% 2418
2023
Q4 		$81K Sell
5,206
-1
-0% -$12 ﹤0.01% 1882
2023
Q3 		$49K Buy
5,207
+525
+11% +$7.23K ﹤0.01% 2078
2023
Q2 		$55K Sell
4,682
-1,427
-23% -$16K ﹤0.01% 1909
2023
Q1 		$61K Buy
6,109
+854
+16% +$5.55K ﹤0.01% 1760
2022
Q4 		$18K Buy
5,255
+590
+13% +$3.04K ﹤0.01% 2456
2022
Q3 		$33K Buy
4,665
+158
+4% +$1.11K ﹤0.01% 1891
2022
Q2 		$19K Buy
4,507
+1,290
+40% +$12K ﹤0.01% 2155
2022
Q1 		$68K Sell
3,217
-531
-14% -$9.59K ﹤0.01% 1476
2021
Q4 		$84K Buy
+3,748
New +$112K ﹤0.01% 1374
2021
Q2 		$65K Hold
1,734
– – ﹤0.01% 1294
2021
Q1 		$65K Hold
1,734
– – ﹤0.01% 1294
2020
Q4 		$65K Hold
1,734
– – ﹤0.01% 1294
2020
Q3 		$65K Hold
1,734
– – ﹤0.01% 1294
2020
Q2 		$65K Hold
1,734
– – ﹤0.01% 1294
2020
Q1 		$65K Hold
1,734
– – ﹤0.01% 1294
2019
Q4 		$65K Hold
1,734
– – ﹤0.01% 1294
2019
Q3 		$65K Hold
1,734
– – ﹤0.01% 1294
2019
Q2 		$65K Hold
1,734
– – ﹤0.01% 1294
2019
Q1 		$65K Buy
+1,734
New +$4.51K ﹤0.01% 1294

Other funds holding RIOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Riot Platforms (RIOT) stake by 24% in Q1 2026, selling an estimated $168K and leaving 33,853 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Carson Wealth (CWM LLC) first reported a position in RIOT in Q1 2019 and has held it in 28 quarters since. The position peaked at $568K in Q4 2025. 404 funds tracked by Wall St. Rank hold RIOT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,853 shares of Riot Platforms worth $418K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 10,942 Riot Platforms shares in Q1 2026, an estimated $168K.
  • Riot Platforms made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2140 holding.
  • Carson Wealth (CWM LLC) first reported a position in Riot Platforms in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Riot Platforms position peaked at $568K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2026.

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