Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Synaptics SYNA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SYNA Stock Details SYNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$442K Buy
6,307
+35
+0.6% +$2.84K ﹤0.01% 2103
2025
Q4 		$464K Sell
6,272
-359
-5% -$25.2K ﹤0.01% 1969
2025
Q3 		$453K Buy
6,631
+746
+13% +$50.7K ﹤0.01% 1858
2025
Q2 		$381K Buy
5,885
+4,482
+319% +$264K ﹤0.01% 1723
2025
Q1 		$89K Buy
1,403
+342
+32% +$24.8K ﹤0.01% 2516
2024
Q4 		$81K Sell
1,061
-90
-8% -$6.82K ﹤0.01% 2436
2024
Q3 		$89K Buy
1,151
+423
+58% +$33.9K ﹤0.01% 2277
2024
Q2 		$64K Buy
728
+55
+8% +$4.98K ﹤0.01% 2292
2024
Q1 		$66K Buy
673
+139
+26% +$14.6K ﹤0.01% 2127
2023
Q4 		$61K Sell
534
-28
-5% -$2.78K ﹤0.01% 2056
2023
Q3 		$50K Buy
562
+15
+3% +$1.32K ﹤0.01% 2066
2023
Q2 		$47K Sell
547
-367
-40% -$31.8K ﹤0.01% 2044
2023
Q1 		$102K Buy
914
+31
+4% +$3.57K ﹤0.01% 1486
2022
Q4 		$84K Buy
883
+512
+138% +$49.2K ﹤0.01% 1461
2022
Q3 		$37K Sell
371
-109
-23% -$13.5K ﹤0.01% 1818
2022
Q2 		$57K Buy
480
+199
+71% +$29.2K ﹤0.01% 1571
2022
Q1 		$56K Sell
281
-17
-6% -$3.77K ﹤0.01% 1555
2021
Q4 		$86K Buy
+298
New +$71.2K ﹤0.01% 1354
2021
Q2 		$36K Hold
230
– – ﹤0.01% 1548
2021
Q1 		$36K Hold
230
– – ﹤0.01% 1548
2020
Q4 		$36K Hold
230
– – ﹤0.01% 1548
2020
Q3 		$36K Hold
230
– – ﹤0.01% 1548
2020
Q2 		$36K Hold
230
– – ﹤0.01% 1548
2020
Q1 		$36K Hold
230
– – ﹤0.01% 1548
2019
Q4 		$36K Hold
230
– – ﹤0.01% 1548
2019
Q3 		$36K Hold
230
– – ﹤0.01% 1548
2019
Q2 		$36K Hold
230
– – ﹤0.01% 1548
2019
Q1 		$36K Sell
230
-179,284
-100% -$7.08M ﹤0.01% 1548
2018
Q4 		$6.68M Buy
179,514
+6,543
+4% +$246K 0.17% 128
2018
Q3 		$7.89M Buy
172,971
+41,899
+32% +$1.99M 0.2% 117
2018
Q2 		$6.6M Sell
131,072
-18,434
-12% -$836K 0.22% 106
2018
Q1 		$6.84M Buy
149,506
+9,682
+7% +$439K 0.27% 81
2017
Q4 		$5.58M Sell
139,824
-2,328
-2% -$89.1K 0.25% 78
2017
Q3 		$5.57M Sell
142,152
-46,308
-25% -$2.09M 0.26% 75
2017
Q2 		$9.74M Sell
188,460
-11,387
-6% -$621K 0.5% 52
2017
Q1 		$9.89M Sell
199,847
-2,685
-1% -$144K 0.56% 43
2016
Q4 		$10.9M Buy
202,532
+7,057
+4% +$408K 0.67% 44
2016
Q3 		$11.5M Sell
195,475
-4,519
-2% -$248K 0.79% 41
2016
Q2 		$10.8M Buy
199,994
+47,751
+31% +$3.28M 0.78% 43
2016
Q1 		$12.1M Sell
152,243
-37,695
-20% -$2.86M 1.07% 25
2015
Q4 		$15.3M Sell
189,938
-10,856
-5% -$922K 1.49% 10
2015
Q3 		$16.6M Buy
200,794
+8,107
+4% +$613K 1.67% 6
2015
Q2 		$16.7M Buy
192,687
+5,671
+3% +$518K 1.6% 7
2015
Q1 		$15.2M Sell
187,016
-9,960
-5% -$752K 1.54% 8
2014
Q4 		$13.6M Buy
196,976
+51,247
+35% +$3.43M 1.65% 13
2014
Q3 		$10.7M Buy
145,729
+28,279
+24% +$2.31M 1.55% 16
2014
Q2 		$10.6M Sell
117,450
-2,065
-2% -$140K 1.91% 13
2014
Q1 		$7.17M Buy
119,515
+39,485
+49% +$2.34M 0.98% 32
2013
Q4 		$4.15M Buy
80,030
+10,556
+15% +$517K 0.65% 43
2013
Q3 		$3.07M Buy
+69,474
New +$2.84M 0.81% 38

Other funds holding SYNA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Synaptics (SYNA) stake by 0.56% in Q1 2026, buying an estimated $2.84K and bringing the position to 6,307 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Carson Wealth (CWM LLC) first reported a position in SYNA in Q3 2013 and has held it in 50 quarters since. The position peaked at $16.7M in Q2 2015. 299 funds tracked by Wall St. Rank hold SYNA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,307 shares of Synaptics worth $442K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35 Synaptics shares in Q1 2026, an estimated $2.84K.
  • Synaptics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2103 holding.
  • Carson Wealth (CWM LLC) first reported a position in Synaptics in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Synaptics position peaked at $16.7M in Q2 2015.
  • 299 funds tracked by Wall St. Rank held Synaptics as of Q1 2026.

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