Carson Wealth (CWM LLC)
RWAY icon

Carson Wealth (CWM LLC)’s Runway Growth Finance RWAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RWAY Stock Details RWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-428
Closed -$4K – 5601
2025
Q3 		$4K Buy
428
+423
+8,460% +$4.54K ﹤0.01% 4842
2025
Q2 		$0 Buy
+5
New +$48 ﹤0.01% 5275

Other funds holding RWAY

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
AFA
Allium Financial Advisors Lake Oswego, Oregon $153M AUM 28.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RWAY Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Runway Growth Finance (RWAY) in Q4 2025, closing a stake of 428 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in RWAY in Q2 2025 and held it in 2 quarters. The position peaked at $4K in Q3 2025. 84 funds tracked by Wall St. Rank hold RWAY as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Runway Growth Finance position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 428 Runway Growth Finance shares in Q4 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Runway Growth Finance in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Runway Growth Finance position peaked at $4K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Runway Growth Finance as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.