Carson Wealth (CWM LLC)
TISI icon

Carson Wealth (CWM LLC)’s Team TISI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TISI Stock Details TISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.4K Hold
2,220
– – ﹤0.01% 4050
2025
Q4 		$31K Hold
2,220
– – ﹤0.01% 3939
2025
Q3 		$37K Hold
2,220
– – ﹤0.01% 3757
2025
Q2 		$40K Hold
2,220
– – ﹤0.01% 3455
2025
Q1 		$38K Hold
2,220
– – ﹤0.01% 3211
2024
Q4 		$28K Hold
2,220
– – ﹤0.01% 3232
2024
Q3 		$34K Hold
2,220
– – ﹤0.01% 3002
2024
Q2 		$20K Hold
2,220
– – ﹤0.01% 3122
2024
Q1 		$16K Hold
2,220
– – ﹤0.01% 3061
2023
Q4 		$15K Buy
+2,220
New +$16.3K ﹤0.01% 2953
2017
Q1 		– Sell
-4
Closed -$1K – 1310
2016
Q4 		$1K Buy
+4
New +$1.38K ﹤0.01% 1075

Other funds holding TISI

CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IH
IES Holdings Houston, Texas $214M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Team (TISI) position steady in Q1 2026 at 2,220 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

Carson Wealth (CWM LLC) first reported a position in TISI in Q4 2016 and has held it in 11 quarters since. The position peaked at $40K in Q2 2025. 29 funds tracked by Wall St. Rank hold TISI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,220 shares of Team worth $35.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Team share count unchanged in Q1 2026.
  • Team made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4050 holding.
  • Carson Wealth (CWM LLC) first reported a position in Team in Q4 2016 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Team position peaked at $40K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Team as of Q1 2026.

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