Carson Wealth (CWM LLC)
SI

Carson Wealth (CWM LLC)’s Shoulder Innovations Inc SI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.92K Buy
201
+50
+33% +$695 ﹤0.01% 5191
2025
Q4 		$2K Buy
+151
New +$2.06K ﹤0.01% 5159

Other funds holding SI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Shoulder Innovations Inc (SI) stake by 33% in Q1 2026, buying an estimated $695 and bringing the position to 201 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #5191.

Carson Wealth (CWM LLC) first reported a position in SI in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold SI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 201 shares of Shoulder Innovations Inc worth $2.92K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 50 Shoulder Innovations Inc shares in Q1 2026, an estimated $695.
  • Shoulder Innovations Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5191 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shoulder Innovations Inc in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q1 2026.

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