Carson Wealth (CWM LLC)
SMWB icon

Carson Wealth (CWM LLC)’s Similarweb SMWB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,139
Closed -$11K – 5616
2025
Q3 		$11K Buy
+1,139
New +$10.2K ﹤0.01% 4445

Other funds holding SMWB

N
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PF
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MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMWB Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Similarweb (SMWB) in Q4 2025, closing a stake of 1,139 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in SMWB in Q3 2025 and held it in 1 quarter. The position peaked at $11K in Q3 2025. 97 funds tracked by Wall St. Rank hold SMWB as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Similarweb position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,139 Similarweb shares in Q4 2025, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Similarweb in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Similarweb position peaked at $11K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Similarweb as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.