Carson Wealth (CWM LLC)
SDST

Carson Wealth (CWM LLC)’s Stardust Power Inc SDST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SDST Stock Details SDST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-80
Closed – – 5607
2025
Q2 		$0 Hold
80
– – ﹤0.01% 5350
2025
Q1 		$0 Buy
+80
New +$985 ﹤0.01% 5242

Other funds holding SDST

LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTIM
BancFirst Trust & Investment Management Oklahoma City, Oklahoma $226M AUM 19.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SDST Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Stardust Power Inc (SDST) in Q3 2025, closing a stake of 80 shares.

Carson Wealth (CWM LLC) first reported a position in SDST in Q1 2025 and held it in 2 quarters. The position peaked at $0 in Q2 2025. 14 funds tracked by Wall St. Rank hold SDST as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Stardust Power Inc position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 80 Stardust Power Inc shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Stardust Power Inc in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Stardust Power Inc position peaked at $0 in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Stardust Power Inc as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.