Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Root ROOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.7K Buy
1,284
+1,071
+503% +$62.5K ﹤0.01% 3720
2025
Q4 		$15K Buy
213
+56
+36% +$4.46K ﹤0.01% 4337
2025
Q3 		$14K Sell
157
-2
-1% -$210 ﹤0.01% 4324
2025
Q2 		$20K Buy
159
+2
+1% +$271 ﹤0.01% 3924
2025
Q1 		$21K Sell
157
-31
-16% -$3.55K ﹤0.01% 3646
2024
Q4 		$14K Buy
188
+104
+124% +$7.18K ﹤0.01% 3687
2024
Q3 		$3K Buy
+84
New +$4.34K ﹤0.01% 4315

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Root (ROOT) stake by 503% in Q1 2026, buying an estimated $62.5K and bringing the position to 1,284 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.

Carson Wealth (CWM LLC) first reported a position in ROOT in Q3 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,284 shares of Root worth $56.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,071 Root shares in Q1 2026, an estimated $62.5K.
  • Root made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3720 holding.
  • Carson Wealth (CWM LLC) first reported a position in Root in Q3 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

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