Carson Wealth (CWM LLC)
SPT icon

Carson Wealth (CWM LLC)’s Sprout Social SPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPT Stock Details SPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99K Buy
17,372
+8,189
+89% +$63.1K ﹤0.01% 3279
2025
Q4 		$103K Buy
9,183
+5,471
+147% +$59.1K ﹤0.01% 3042
2025
Q3 		$48K Sell
3,712
-222
-6% -$3.62K ﹤0.01% 3564
2025
Q2 		$82K Buy
3,934
+2,860
+266% +$60.6K ﹤0.01% 2890
2025
Q1 		$24K Buy
1,074
+792
+281% +$23K ﹤0.01% 3545
2024
Q4 		$9K Buy
282
+144
+104% +$4.33K ﹤0.01% 3952
2024
Q3 		$4K Sell
138
-104
-43% -$3.39K ﹤0.01% 4214
2024
Q2 		$9K Buy
242
+73
+43% +$2.94K ﹤0.01% 3628
2024
Q1 		$10K Buy
169
+65
+63% +$3.95K ﹤0.01% 3357
2023
Q4 		$6K Buy
104
+13
+14% +$686 ﹤0.01% 3457
2023
Q3 		$5K Hold
91
– – ﹤0.01% 3493
2023
Q2 		$4K Sell
91
-561
-86% -$26.7K ﹤0.01% 3566
2023
Q1 		$40K Buy
652
+39
+6% +$2.39K ﹤0.01% 2035
2022
Q4 		$35K Buy
613
+95
+18% +$5.57K ﹤0.01% 1983
2022
Q3 		$31K Buy
518
+33
+7% +$1.98K ﹤0.01% 1947
2022
Q2 		$28K Buy
485
+253
+109% +$14.7K ﹤0.01% 1930
2022
Q1 		$19K Buy
232
+68
+41% +$4.66K ﹤0.01% 2114
2021
Q4 		$15K Buy
+164
New +$18.6K ﹤0.01% 2149
2021
Q2 		$14K Hold
160
– – ﹤0.01% 1964
2021
Q1 		$14K Hold
160
– – ﹤0.01% 1964
2020
Q4 		$14K Hold
160
– – ﹤0.01% 1964
2020
Q3 		$14K Hold
160
– – ﹤0.01% 1964
2020
Q2 		$14K Hold
160
– – ﹤0.01% 1964
2020
Q1 		$14K Hold
160
– – ﹤0.01% 1964
2019
Q4 		$14K Buy
+160
New +$2.6K ﹤0.01% 1964

Other funds holding SPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Sprout Social (SPT) stake by 89% in Q1 2026, buying an estimated $63.1K and bringing the position to 17,372 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

Carson Wealth (CWM LLC) first reported a position in SPT in Q4 2019 and has held it in 25 quarters since. The position peaked at $103K in Q4 2025. 210 funds tracked by Wall St. Rank hold SPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,372 shares of Sprout Social worth $99K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,189 Sprout Social shares in Q1 2026, an estimated $63.1K.
  • Sprout Social made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3279 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sprout Social in Q4 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Sprout Social position peaked at $103K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Sprout Social as of Q1 2026.

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