Carson Wealth (CWM LLC)
STIM icon

Carson Wealth (CWM LLC)’s Neuronetics STIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STIM Stock Details STIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.54K Buy
3,818
+3,737
+4,614% +$5.92K ﹤0.01% 4986
2025
Q4 		$0 Sell
81
-16
-16% -$33 ﹤0.01% 5628
2025
Q3 		$0 Buy
97
+43
+80% +$153 ﹤0.01% 5528
2025
Q2 		$0 Hold
54
– – ﹤0.01% 5299
2025
Q1 		$0 Hold
54
– – ﹤0.01% 5195
2024
Q4 		$0 Hold
54
– – ﹤0.01% 5151
2024
Q3 		$0 Hold
54
– – ﹤0.01% 5136
2024
Q2 		$0 Hold
54
– – ﹤0.01% 4924
2024
Q1 		$0 Buy
+54
New +$190 ﹤0.01% 4727
2023
Q1 		– Sell
-12,931
Closed -$89K – 4333
2022
Q4 		$89K Hold
12,931
– – ﹤0.01% 1430
2022
Q3 		$41K Buy
+12,931
New +$47K ﹤0.01% 1760

Other funds holding STIM

MAM
Madryn Asset Management New York $36.9M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Neuronetics (STIM) stake by 4,614% in Q1 2026, buying an estimated $5.92K and bringing the position to 3,818 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #4986.

Carson Wealth (CWM LLC) first reported a position in STIM in Q3 2022 and has held it in 11 quarters since. The position peaked at $89K in Q4 2022. 99 funds tracked by Wall St. Rank hold STIM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,818 shares of Neuronetics worth $5.54K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,737 Neuronetics shares in Q1 2026, an estimated $5.92K.
  • Neuronetics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4986 holding.
  • Carson Wealth (CWM LLC) first reported a position in Neuronetics in Q3 2022 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Neuronetics position peaked at $89K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Neuronetics as of Q1 2026.

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