Carson Wealth (CWM LLC)
SE icon

Carson Wealth (CWM LLC)’s Sea Limited SE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$586K Sell
7,075
-884
-11% -$94.7K ﹤0.01% 1896
2025
Q4 		$1.01M Buy
7,959
+2,517
+46% +$373K ﹤0.01% 1490
2025
Q3 		$973K Buy
5,442
+792
+17% +$136K ﹤0.01% 1425
2025
Q2 		$744K Sell
4,650
-83
-2% -$12K ﹤0.01% 1406
2025
Q1 		$618K Sell
4,733
-198
-4% -$24.6K ﹤0.01% 1377
2024
Q4 		$523K Sell
4,931
-305
-6% -$32.1K ﹤0.01% 1359
2024
Q3 		$494K Sell
5,236
-1,230
-19% -$92.8K ﹤0.01% 1318
2024
Q2 		$462K Buy
6,466
+70
+1% +$4.63K ﹤0.01% 1222
2024
Q1 		$344K Buy
6,396
+296
+5% +$13.6K ﹤0.01% 1273
2023
Q4 		$247K Buy
6,100
+1,793
+42% +$73.1K ﹤0.01% 1327
2023
Q3 		$189K Buy
4,307
+2,666
+162% +$130K ﹤0.01% 1337
2023
Q2 		$95K Buy
1,641
+571
+53% +$40.7K ﹤0.01% 1596
2023
Q1 		$93K Buy
1,070
+17
+2% +$1.16K ﹤0.01% 1530
2022
Q4 		$55K Buy
1,053
+219
+26% +$11.8K ﹤0.01% 1681
2022
Q3 		$47K Buy
834
+97
+13% +$6.75K ﹤0.01% 1690
2022
Q2 		$49K Buy
737
+42
+6% +$3.58K ﹤0.01% 1645
2022
Q1 		$83K Sell
695
-79
-10% -$11.1K ﹤0.01% 1399
2021
Q4 		$173K Buy
+774
New +$231K ﹤0.01% 1088
2021
Q2 		$112K Hold
407
– – ﹤0.01% 1096
2021
Q1 		$112K Hold
407
– – ﹤0.01% 1096
2020
Q4 		$112K Hold
407
– – ﹤0.01% 1096
2020
Q3 		$112K Hold
407
– – ﹤0.01% 1096
2020
Q2 		$112K Hold
407
– – ﹤0.01% 1096
2020
Q1 		$112K Hold
407
– – ﹤0.01% 1096
2019
Q4 		$112K Hold
407
– – ﹤0.01% 1096
2019
Q3 		$112K Hold
407
– – ﹤0.01% 1096
2019
Q2 		$112K Hold
407
– – ﹤0.01% 1096
2019
Q1 		$112K Buy
+407
New +$7.13K ﹤0.01% 1096

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Sea Limited (SE) stake by 11% in Q1 2026, selling an estimated $94.7K and leaving 7,075 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Carson Wealth (CWM LLC) first reported a position in SE in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.01M in Q4 2025. 752 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,075 shares of Sea Limited worth $586K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 884 Sea Limited shares in Q1 2026, an estimated $94.7K.
  • Sea Limited made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1896 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sea Limited in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Sea Limited position peaked at $1.01M in Q4 2025.
  • 752 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

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