Carson Wealth (CWM LLC)
TLS icon

Carson Wealth (CWM LLC)’s Telos TLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154K Buy
36,729
+29,281
+393% +$138K ﹤0.01% 2943
2025
Q4 		$38K Buy
7,448
+4,541
+156% +$28.3K ﹤0.01% 3806
2025
Q3 		$20K Buy
2,907
+2,137
+278% +$10.2K ﹤0.01% 4134
2025
Q2 		$2K Sell
770
-139
-15% -$361 ﹤0.01% 4930
2025
Q1 		$2K Buy
909
+774
+573% +$2.37K ﹤0.01% 4819
2024
Q4 		$0 Sell
135
-1
-0.7% -$4 ﹤0.01% 5162
2024
Q3 		$0 Buy
+136
New +$486 ﹤0.01% 5146
2022
Q2 		– Sell
-15
Closed – – 4095
2022
Q1 		$0 Buy
+15
New +$168 ﹤0.01% 3866

Other funds holding TLS

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $118M AUM
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

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

Carson Wealth (CWM LLC) increased its Telos (TLS) stake by 393% in Q1 2026, buying an estimated $138K and bringing the position to 36,729 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

Carson Wealth (CWM LLC) first reported a position in TLS in Q1 2022 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold TLS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 36,729 shares of Telos worth $154K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29,281 Telos shares in Q1 2026, an estimated $138K.
  • Telos made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2943 holding.
  • Carson Wealth (CWM LLC) first reported a position in Telos in Q1 2022 and has held it in 8 quarters since.
  • 160 funds tracked by Wall St. Rank held Telos as of Q1 2026.

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