Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Spok Holdings SPOK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64K Buy
5,874
+5,017
+585% +$63.8K ﹤0.01% 3625
2025
Q4 		$11K Sell
857
-2,453
-74% -$34.7K ﹤0.01% 4510
2025
Q3 		$57K Buy
3,310
+1,023
+45% +$18.2K ﹤0.01% 3429
2025
Q2 		$40K Buy
2,287
+544
+31% +$8.78K ﹤0.01% 3453
2025
Q1 		$29K Buy
1,743
+1,317
+309% +$21.4K ﹤0.01% 3424
2024
Q4 		$7K Sell
426
-1
-0.2% -$16 ﹤0.01% 4081
2024
Q3 		$6K Buy
427
+37
+9% +$562 ﹤0.01% 4042
2024
Q2 		$6K Buy
390
+84
+27% +$1.27K ﹤0.01% 3810
2024
Q1 		$5K Buy
306
+14
+5% +$230 ﹤0.01% 3696
2023
Q4 		$5K Buy
292
+4
+1% +$62 ﹤0.01% 3544
2023
Q3 		$4K Buy
288
+211
+274% +$2.83K ﹤0.01% 3599
2023
Q2 		$1K Buy
+77
New +$966 ﹤0.01% 4070

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Spok Holdings (SPOK) stake by 585% in Q1 2026, buying an estimated $63.8K and bringing the position to 5,874 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #3625.

Carson Wealth (CWM LLC) first reported a position in SPOK in Q2 2023 and has held it in 12 quarters since. 139 funds tracked by Wall St. Rank hold SPOK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,874 shares of Spok Holdings worth $64K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,017 Spok Holdings shares in Q1 2026, an estimated $63.8K.
  • Spok Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3625 holding.
  • Carson Wealth (CWM LLC) first reported a position in Spok Holdings in Q2 2023 and has held it in 12 quarters since.
  • 139 funds tracked by Wall St. Rank held Spok Holdings as of Q1 2026.

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