Carson Wealth (CWM LLC)
SST icon

Carson Wealth (CWM LLC)’s System1 SST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SST Stock Details SST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$344 Sell
114
-1
-0.9% -$3 ﹤0.01% 5489
2025
Q4 		$0 Sell
115
-13
-10% -$67 ﹤0.01% 5627
2025
Q3 		$1K Sell
128
-110
-46% -$760 ﹤0.01% 5191
2025
Q2 		$1K Sell
238
-52
-18% -$231 ﹤0.01% 5072
2025
Q1 		$1K Buy
290
+119
+70% +$731 ﹤0.01% 4988
2024
Q4 		$2K Buy
171
+28
+20% +$282 ﹤0.01% 4612
2024
Q3 		$2K Buy
143
+33
+30% +$424 ﹤0.01% 4458
2024
Q2 		$2K Buy
110
+2
+2% +$34 ﹤0.01% 4267
2024
Q1 		$2K Buy
108
+1
+0.9% +$17 ﹤0.01% 4039
2023
Q4 		$2K Hold
107
– – ﹤0.01% 3850
2023
Q3 		$1K Hold
107
– – ﹤0.01% 4084
2023
Q2 		$5K Hold
107
– – ﹤0.01% 3469
2023
Q1 		$5K Hold
107
– – ﹤0.01% 3324
2022
Q4 		$5K Hold
107
– – ﹤0.01% 3222
2022
Q3 		$7K Hold
107
– – ﹤0.01% 2923
2022
Q2 		$7K Hold
107
– – ﹤0.01% 2828
2022
Q1 		$16K Buy
+107
New +$13.1K ﹤0.01% 2228

Other funds holding SST

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its System1 (SST) stake by 0.87% in Q1 2026, selling an estimated $3 and leaving 114 shares worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #5489.

Carson Wealth (CWM LLC) first reported a position in SST in Q1 2022 and has held it in 17 quarters since. The position peaked at $16K in Q1 2022. 25 funds tracked by Wall St. Rank hold SST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 114 shares of System1 worth $344 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 System1 share in Q1 2026, an estimated $3.
  • System1 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5489 holding.
  • Carson Wealth (CWM LLC) first reported a position in System1 in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s System1 position peaked at $16K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held System1 as of Q1 2026.

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