Carson Wealth (CWM LLC)
TALK icon

Carson Wealth (CWM LLC)’s Talkspace TALK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TALK Stock Details TALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.9K Buy
7,705
+5,725
+289% +$25.3K ﹤0.01% 3966
2025
Q4 		$7K Buy
1,980
+29
+1% +$92 ﹤0.01% 4716
2025
Q3 		$5K Sell
1,951
-17,805
-90% -$46.1K ﹤0.01% 4759
2025
Q2 		$55K Sell
19,756
-1,509
-7% -$4.45K ﹤0.01% 3214
2025
Q1 		$54K Buy
21,265
+19,667
+1,231% +$61.3K ﹤0.01% 2920
2024
Q4 		$5K Buy
1,598
+514
+47% +$1.56K ﹤0.01% 4241
2024
Q3 		$2K Buy
+1,084
New +$2.11K ﹤0.01% 4462

Other funds holding TALK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Talkspace (TALK) stake by 289% in Q1 2026, buying an estimated $25.3K and bringing the position to 7,705 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3966.

Carson Wealth (CWM LLC) first reported a position in TALK in Q3 2024 and has held it in 7 quarters since. The position peaked at $55K in Q2 2025. 182 funds tracked by Wall St. Rank hold TALK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,705 shares of Talkspace worth $39.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,725 Talkspace shares in Q1 2026, an estimated $25.3K.
  • Talkspace made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3966 holding.
  • Carson Wealth (CWM LLC) first reported a position in Talkspace in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Talkspace position peaked at $55K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Talkspace as of Q1 2026.

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