Carson Wealth (CWM LLC)
STEM icon

Carson Wealth (CWM LLC)’s Stem STEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.17K Sell
246
-93
-27% -$1.25K ﹤0.01% 5256
2025
Q4 		$5K Sell
339
-257
-43% -$4.92K ﹤0.01% 4845
2025
Q3 		$10K Sell
596
-3,339
-85% -$47.2K ﹤0.01% 4495
2025
Q2 		$25K Sell
3,935
-561
-12% -$5.03K ﹤0.01% 3780
2025
Q1 		$31K Buy
4,496
+3,420
+318% +$39.6K ﹤0.01% 3371
2024
Q4 		$13K Buy
1,076
+888
+472% +$7.64K ﹤0.01% 3733
2024
Q3 		$1K Sell
188
-22
-10% -$346 ﹤0.01% 4713
2024
Q2 		$5K Buy
210
+147
+233% +$4.31K ﹤0.01% 3900
2024
Q1 		$3K Sell
63
-31
-33% -$1.72K ﹤0.01% 3892
2023
Q4 		$7K Sell
94
-100
-52% -$6.89K ﹤0.01% 3375
2023
Q3 		$16K Buy
194
+135
+229% +$15.4K ﹤0.01% 2849
2023
Q2 		$7K Sell
59
-48
-45% -$4.76K ﹤0.01% 3305
2023
Q1 		$12K Sell
107
-46
-30% -$7.79K ﹤0.01% 2864
2022
Q4 		$27K Buy
153
+31
+25% +$7.45K ﹤0.01% 2164
2022
Q3 		$32K Sell
122
-3
-2% -$767 ﹤0.01% 1919
2022
Q2 		$18K Buy
125
+41
+49% +$6.82K ﹤0.01% 2206
2022
Q1 		$18K Buy
84
+30
+56% +$6.98K ﹤0.01% 2150
2021
Q4 		$20K Buy
+54
New +$23.4K ﹤0.01% 1998
2021
Q2 		$38K Hold
53
– – ﹤0.01% 1525
2021
Q1 		$38K Hold
53
– – ﹤0.01% 1525
2020
Q4 		$38K Buy
+53
New +$13.4K ﹤0.01% 1525

Other funds holding STEM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Stem (STEM) stake by 27% in Q1 2026, selling an estimated $1.25K and leaving 246 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5256.

Carson Wealth (CWM LLC) first reported a position in STEM in Q4 2020 and has held it in 21 quarters since. The position peaked at $38K in Q2 2021. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 246 shares of Stem worth $2.17K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 93 Stem shares in Q1 2026, an estimated $1.25K.
  • Stem made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5256 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stem in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Stem position peaked at $38K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

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