Carson Wealth (CWM LLC)
SKYD

Carson Wealth (CWM LLC)’s Skydance Corporation SKYD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SKYD Stock Details SKYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.1K Buy
8,211
+2,452
+43% +$26.8K ﹤0.01% 3507
2025
Q4 		$77K Buy
5,759
+970
+20% +$15.1K ﹤0.01% 3281
2025
Q3 		$91K Buy
+4,789
New +$75.7K ﹤0.01% 3057

Other funds holding SKYD

LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CGH
Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Skydance Corporation (SKYD) stake by 43% in Q1 2026, buying an estimated $26.8K and bringing the position to 8,211 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Carson Wealth (CWM LLC) first reported a position in SKYD in Q3 2025 and has held it in 3 quarters since. The position peaked at $91K in Q3 2025. 519 funds tracked by Wall St. Rank hold SKYD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,211 shares of Skydance Corporation worth $74.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,452 Skydance Corporation shares in Q1 2026, an estimated $26.8K.
  • Skydance Corporation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3507 holding.
  • Carson Wealth (CWM LLC) first reported a position in Skydance Corporation in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Skydance Corporation position peaked at $91K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Skydance Corporation as of Q1 2026.

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