Carson Wealth (CWM LLC)
TIC

Carson Wealth (CWM LLC)’s TIC Solutions Inc TIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIC Stock Details TIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$343K Buy
52,165
+24,209
+87% +$228K ﹤0.01% 2296
2025
Q4 		$283K Sell
27,956
-6,571
-19% -$73.2K ﹤0.01% 2298
2025
Q3 		$460K Buy
34,527
+34,525
+1,726,250% +$394K ﹤0.01% 1851
2025
Q2 		$0 Buy
+2
New +$21 ﹤0.01% 5359

Other funds holding TIC

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TIC Solutions Inc (TIC) stake by 87% in Q1 2026, buying an estimated $228K and bringing the position to 52,165 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Carson Wealth (CWM LLC) first reported a position in TIC in Q2 2025 and has held it in 4 quarters since. The position peaked at $460K in Q3 2025. 215 funds tracked by Wall St. Rank hold TIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52,165 shares of TIC Solutions Inc worth $343K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24,209 TIC Solutions Inc shares in Q1 2026, an estimated $228K.
  • TIC Solutions Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2296 holding.
  • Carson Wealth (CWM LLC) first reported a position in TIC Solutions Inc in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s TIC Solutions Inc position peaked at $460K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held TIC Solutions Inc as of Q1 2026.

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