Carson Wealth (CWM LLC)
THRY icon

Carson Wealth (CWM LLC)’s Thryv Holdings THRY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio THRY Stock Details THRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.2K Buy
12,864
+11,477
+827% +$45.1K ﹤0.01% 4052
2025
Q4 		$8K Sell
1,387
-4,440
-76% -$35.1K ﹤0.01% 4668
2025
Q3 		$70K Sell
5,827
-2,511
-30% -$31.8K ﹤0.01% 3252
2025
Q2 		$101K Buy
8,338
+7,089
+568% +$91.6K ﹤0.01% 2717
2025
Q1 		$16K Buy
1,249
+1,157
+1,258% +$19.2K ﹤0.01% 3849
2024
Q4 		$1K Sell
92
-654
-88% -$10.3K ﹤0.01% 4816
2024
Q3 		$13K Buy
746
+601
+414% +$10.8K ﹤0.01% 3647
2024
Q2 		$3K Buy
145
+68
+88% +$1.44K ﹤0.01% 4128
2024
Q1 		$2K Buy
77
+26
+51% +$539 ﹤0.01% 4042
2023
Q4 		$1K Sell
51
-282
-85% -$5.3K ﹤0.01% 4050
2023
Q3 		$6K Buy
333
+241
+262% +$5.35K ﹤0.01% 3402
2023
Q2 		$2K Hold
92
– – ﹤0.01% 3856
2023
Q1 		$2K Sell
92
-142
-61% -$3.18K ﹤0.01% 3702
2022
Q4 		$4K Buy
234
+145
+163% +$2.83K ﹤0.01% 3335
2022
Q3 		$2K Buy
+89
New +$2.22K ﹤0.01% 3543
2022
Q2 		– Sell
-85
Closed -$2K – 4092
2022
Q1 		$2K Buy
+85
New +$2.67K ﹤0.01% 3231

Other funds holding THRY

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Thryv Holdings (THRY) stake by 827% in Q1 2026, buying an estimated $45.1K and bringing the position to 12,864 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4052.

Carson Wealth (CWM LLC) first reported a position in THRY in Q1 2022 and has held it in 16 quarters since. The position peaked at $101K in Q2 2025. 132 funds tracked by Wall St. Rank hold THRY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,864 shares of Thryv Holdings worth $35.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,477 Thryv Holdings shares in Q1 2026, an estimated $45.1K.
  • Thryv Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4052 holding.
  • Carson Wealth (CWM LLC) first reported a position in Thryv Holdings in Q1 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Thryv Holdings position peaked at $101K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Thryv Holdings as of Q1 2026.

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