Carson Wealth (CWM LLC)
RZLV

Carson Wealth (CWM LLC)’s Rezolve AI RZLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103K Buy
40,352
+40,148
+19,680% +$113K ﹤0.01% 3240
2025
Q4 		$1K Sell
204
-388
-66% -$1.46K ﹤0.01% 5319
2025
Q3 		$3K Buy
+592
New +$2.33K ﹤0.01% 4961

Other funds holding RZLV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rezolve AI (RZLV) stake by 19,680% in Q1 2026, buying an estimated $113K and bringing the position to 40,352 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Carson Wealth (CWM LLC) first reported a position in RZLV in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold RZLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,352 shares of Rezolve AI worth $103K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 40,148 Rezolve AI shares in Q1 2026, an estimated $113K.
  • Rezolve AI made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3240 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rezolve AI in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Rezolve AI as of Q1 2026.

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