Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TAL Education Group TAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.9K Buy
1,836
+170
+10% +$1.91K ﹤0.01% 4383
2025
Q4 		$18K Sell
1,666
-405
-20% -$4.6K ﹤0.01% 4234
2025
Q3 		$23K Buy
2,071
+252
+14% +$2.71K ﹤0.01% 4046
2025
Q2 		$19K Sell
1,819
-634
-26% -$6.55K ﹤0.01% 3958
2025
Q1 		$32K Buy
2,453
+49
+2% +$611 ﹤0.01% 3347
2024
Q4 		$24K Buy
2,404
+418
+21% +$4.39K ﹤0.01% 3330
2024
Q3 		$24K Sell
1,986
-34
-2% -$313 ﹤0.01% 3252
2024
Q2 		$22K Buy
2,020
+22
+1% +$260 ﹤0.01% 3059
2024
Q1 		$23K Buy
1,998
+76
+4% +$946 ﹤0.01% 2810
2023
Q4 		$24K Buy
1,922
+125
+7% +$1.29K ﹤0.01% 2667
2023
Q3 		$16K Buy
1,797
+822
+84% +$5.76K ﹤0.01% 2850
2023
Q2 		$6K Buy
975
+121
+14% +$724 ﹤0.01% 3382
2023
Q1 		$5K Buy
854
+10
+1% +$72 ﹤0.01% 3326
2022
Q4 		$6K Buy
844
+72
+9% +$399 ﹤0.01% 3115
2022
Q3 		$4K Buy
772
+158
+26% +$784 ﹤0.01% 3221
2022
Q2 		$3K Buy
614
+303
+97% +$1.16K ﹤0.01% 3244
2022
Q1 		$1K Sell
311
-730
-70% -$2.24K ﹤0.01% 3414
2021
Q4 		$4K Buy
+1,041
New +$4.7K ﹤0.01% 2890
2021
Q2 		$8K Hold
300
– – ﹤0.01% 2209
2021
Q1 		$8K Hold
300
– – ﹤0.01% 2208
2020
Q4 		$8K Hold
300
– – ﹤0.01% 2208
2020
Q3 		$8K Hold
300
– – ﹤0.01% 2208
2020
Q2 		$8K Hold
300
– – ﹤0.01% 2207
2020
Q1 		$8K Hold
300
– – ﹤0.01% 2207
2019
Q4 		$8K Hold
300
– – ﹤0.01% 2207
2019
Q3 		$8K Hold
300
– – ﹤0.01% 2207
2019
Q2 		$8K Hold
300
– – ﹤0.01% 2207
2019
Q1 		$8K Buy
+300
New +$9.73K ﹤0.01% 2207

Other funds holding TAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TAL Education Group (TAL) stake by 10% in Q1 2026, buying an estimated $1.91K and bringing the position to 1,836 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4383.

Carson Wealth (CWM LLC) first reported a position in TAL in Q1 2019 and has held it in 28 quarters since. The position peaked at $32K in Q1 2025. 225 funds tracked by Wall St. Rank hold TAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,836 shares of TAL Education Group worth $20.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 170 TAL Education Group shares in Q1 2026, an estimated $1.91K.
  • TAL Education Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4383 holding.
  • Carson Wealth (CWM LLC) first reported a position in TAL Education Group in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s TAL Education Group position peaked at $32K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2026.

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