Carson Wealth (CWM LLC)
TBLA icon

Carson Wealth (CWM LLC)’s Taboola.com TBLA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TBLA Stock Details TBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$193K Buy
62,328
+20,267
+48% +$72.4K ﹤0.01% 2767
2025
Q4 		$194K Buy
42,061
+8,558
+26% +$32.2K ﹤0.01% 2601
2025
Q3 		$114K Sell
33,503
-5,613
-14% -$19.2K ﹤0.01% 2878
2025
Q2 		$143K Buy
39,116
+27,768
+245% +$90.5K ﹤0.01% 2436
2025
Q1 		$33K Buy
11,348
+4,502
+66% +$15.4K ﹤0.01% 3321
2024
Q4 		$25K Buy
6,846
+5,158
+306% +$18.4K ﹤0.01% 3299
2024
Q3 		$6K Buy
1,688
+1,606
+1,959% +$5.29K ﹤0.01% 4044
2024
Q2 		$0 Buy
82
+62
+310% +$250 ﹤0.01% 4933
2024
Q1 		$0 Buy
+20
New +$89 ﹤0.01% 4733

Other funds holding TBLA

SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Taboola.com (TBLA) stake by 48% in Q1 2026, buying an estimated $72.4K and bringing the position to 62,328 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Carson Wealth (CWM LLC) first reported a position in TBLA in Q1 2024 and has held it in 9 quarters since. The position peaked at $194K in Q4 2025. 179 funds tracked by Wall St. Rank hold TBLA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,328 shares of Taboola.com worth $193K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,267 Taboola.com shares in Q1 2026, an estimated $72.4K.
  • Taboola.com made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2767 holding.
  • Carson Wealth (CWM LLC) first reported a position in Taboola.com in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Taboola.com position peaked at $194K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Taboola.com as of Q1 2026.

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