Carson Wealth (CWM LLC)
RMNI icon

Carson Wealth (CWM LLC)’s Rimini Street RMNI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RMNI Stock Details RMNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.77K Buy
2,370
+698
+42% +$2.42K ﹤0.01% 4875
2025
Q4 		$6K Buy
1,672
+13
+0.8% +$54 ﹤0.01% 4770
2025
Q3 		$8K Buy
1,659
+34
+2% +$151 ﹤0.01% 4583
2025
Q2 		$6K Sell
1,625
-875
-35% -$2.92K ﹤0.01% 4560
2025
Q1 		$9K Buy
2,500
+1,975
+376% +$6.4K ﹤0.01% 4179
2024
Q4 		$1K Buy
525
+185
+54% +$378 ﹤0.01% 4786
2024
Q3 		$1K Buy
340
+85
+33% +$188 ﹤0.01% 4691
2024
Q2 		$1K Buy
255
+248
+3,543% +$681 ﹤0.01% 4467
2024
Q1 		$0 Buy
+7
New +$22 ﹤0.01% 4687

Other funds holding RMNI

ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
BCM
Brooktree Capital Management Gand Rapids, Michigan $153M AUM 14.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
I
Immersion Aventura, Florida $145M AUM 17.41% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rimini Street (RMNI) stake by 42% in Q1 2026, buying an estimated $2.42K and bringing the position to 2,370 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4875.

Carson Wealth (CWM LLC) first reported a position in RMNI in Q1 2024 and has held it in 9 quarters since. The position peaked at $9K in Q1 2025. 108 funds tracked by Wall St. Rank hold RMNI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,370 shares of Rimini Street worth $7.77K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 698 Rimini Street shares in Q1 2026, an estimated $2.42K.
  • Rimini Street made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4875 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rimini Street in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Rimini Street position peaked at $9K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held Rimini Street as of Q1 2026.

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