Carson Wealth (CWM LLC)’s Stratasys SSYS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSYS Stock Details SSYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.95K	Hold	249	–	–	﹤0.01%	5285
2025 Q4	$2K	Sell	249 -130	-34%	-$1.29K	﹤0.01%	5137
2025 Q3	$4K	Buy	379 +130	+52%	+$1.4K	﹤0.01%	4850
2025 Q2	$3K	Sell	249 -40	-14%	-$406	﹤0.01%	4815
2025 Q1	$3K	Sell	289 -79	-21%	-$812	﹤0.01%	4684
2024 Q4	$3K	Sell	368 -50	-12%	-$431	﹤0.01%	4453
2024 Q3	$3K	Sell	418 -300	-42%	-$2.36K	﹤0.01%	4320
2024 Q2	$6K	Buy	718 +249	+53%	+$2.37K	﹤0.01%	3811
2024 Q1	$5K	Sell	469 -975	-68%	-$12.5K	﹤0.01%	3697
2023 Q4	$21K	Sell	1,444 -1,836	-56%	-$21.5K	﹤0.01%	2756
2023 Q3	$45K	Buy	3,280 +3,160	+2,633%	+$50K	﹤0.01%	2128
2023 Q2	$2K	Buy	120 +80	+200%	+$1.25K	﹤0.01%	3851
2023 Q1	$1K	Hold	40	–	–	﹤0.01%	3929
2022 Q4	$0	Hold	40	–	–	﹤0.01%	4243
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	3768
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	3643
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	3412
2021 Q4	$1K	Buy	+40	New	+$1.11K	﹤0.01%	3381
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	2380
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	2380
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	2380
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	2380
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	2377
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	2377
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	2377
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	2377
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	2377
2019 Q1	$5K	Buy	200 +100	+100%	+$2.41K	﹤0.01%	2376
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	1799
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	1564
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	1423
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	1204
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	1295
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1307
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	1032
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	1005
2016 Q4	$2K	Sell	100 -50	-33%	-$980	﹤0.01%	1001
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	851
2016 Q2	$3K	Hold	150	–	–	﹤0.01%	685
2016 Q1	$4K	Hold	150	–	–	﹤0.01%	631
2015 Q4	$4K	Hold	150	–	–	﹤0.01%	557
2015 Q3	$4K	Buy	+150	New	+$4.63K	﹤0.01%	532
2014 Q1	–	Sell	-150	Closed	-$20K	–	438
2013 Q4	$20K	Buy	+150	New	+$17.3K	﹤0.01%	371

Other funds holding SSYS

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Stratasys (SSYS) position steady in Q1 2026 at 249 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #5285.

Carson Wealth (CWM LLC) first reported a position in SSYS in Q4 2013 and has held it in 43 quarters since. The position peaked at $45K in Q3 2023. 148 funds tracked by Wall St. Rank hold SSYS as of Q1 2026.

Carson Wealth (CWM LLC) held 249 shares of Stratasys worth $1.95K as of Q1 2026.
Carson Wealth (CWM LLC) left its Stratasys share count unchanged in Q1 2026.
Stratasys made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5285 holding.
Carson Wealth (CWM LLC) first reported a position in Stratasys in Q4 2013 and has held it in 43 quarters since.
Carson Wealth (CWM LLC)'s Stratasys position peaked at $45K in Q3 2023.
148 funds tracked by Wall St. Rank held Stratasys as of Q1 2026.

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