Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Tiptree Inc TIPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.8K Sell
2,233
-648
-22% -$11.1K ﹤0.01% 4006
2025
Q4 		$53K Sell
2,881
-1,319
-31% -$24K ﹤0.01% 3565
2025
Q3 		$81K Buy
4,200
+2,655
+172% +$59.1K ﹤0.01% 3147
2025
Q2 		$36K Buy
1,545
+10
+0.7% +$223 ﹤0.01% 3520
2025
Q1 		$37K Buy
1,535
+713
+87% +$15.2K ﹤0.01% 3232
2024
Q4 		$17K Buy
822
+79
+11% +$1.65K ﹤0.01% 3555
2024
Q3 		$15K Buy
743
+385
+108% +$7.15K ﹤0.01% 3561
2024
Q2 		$6K Buy
358
+166
+86% +$2.78K ﹤0.01% 3814
2024
Q1 		$3K Sell
192
-35
-15% -$628 ﹤0.01% 3894
2023
Q4 		$4K Buy
227
+163
+255% +$2.82K ﹤0.01% 3640
2023
Q3 		$1K Hold
64
– – ﹤0.01% 4088
2023
Q2 		$1K Sell
64
-500
-89% -$6.96K ﹤0.01% 4079
2023
Q1 		$8K Sell
564
-28
-5% -$426 ﹤0.01% 3106
2022
Q4 		$8K Buy
592
+92
+18% +$1.19K ﹤0.01% 2960
2022
Q3 		$5K Hold
500
– – ﹤0.01% 3108
2022
Q2 		$5K Hold
500
– – ﹤0.01% 3017
2022
Q1 		$6K Hold
500
– – ﹤0.01% 2786
2021
Q4 		$7K Buy
+500
New +$7K ﹤0.01% 2574
2021
Q2 		$5K Hold
500
– – ﹤0.01% 2383
2021
Q1 		$5K Hold
500
– – ﹤0.01% 2383
2020
Q4 		$5K Hold
500
– – ﹤0.01% 2383
2020
Q3 		$5K Hold
500
– – ﹤0.01% 2383
2020
Q2 		$5K Hold
500
– – ﹤0.01% 2380
2020
Q1 		$5K Hold
500
– – ﹤0.01% 2380
2019
Q4 		$5K Hold
500
– – ﹤0.01% 2380
2019
Q3 		$5K Hold
500
– – ﹤0.01% 2380
2019
Q2 		$5K Hold
500
– – ﹤0.01% 2380
2019
Q1 		$5K Buy
+500
New +$3K ﹤0.01% 2379

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Tiptree Inc (TIPT) stake by 22% in Q1 2026, selling an estimated $11.1K and leaving 2,233 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4006.

Carson Wealth (CWM LLC) first reported a position in TIPT in Q1 2019 and has held it in 28 quarters since. The position peaked at $81K in Q3 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,233 shares of Tiptree Inc worth $37.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 648 Tiptree Inc shares in Q1 2026, an estimated $11.1K.
  • Tiptree Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4006 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tiptree Inc in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Tiptree Inc position peaked at $81K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

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