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

Carson Wealth (CWM LLC)’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.65K Buy
3,460
+2,245
+185% +$6.42K ﹤0.01% 4829
2025
Q4 		$4K Sell
1,215
-63
-5% -$214 ﹤0.01% 4919
2025
Q3 		$4K Buy
1,278
+65
+5% +$267 ﹤0.01% 4854
2025
Q2 		$6K Buy
1,213
+566
+87% +$2.6K ﹤0.01% 4569
2025
Q1 		$2K Buy
647
+471
+268% +$1.74K ﹤0.01% 4822
2024
Q4 		$1K Sell
176
-77
-30% -$403 ﹤0.01% 4822
2024
Q3 		$1K Sell
253
-2,753
-92% -$15K ﹤0.01% 4728
2024
Q2 		$18K Buy
3,006
+260
+9% +$1.91K ﹤0.01% 3199
2024
Q1 		$28K Buy
2,746
+1,014
+59% +$17K ﹤0.01% 2688
2023
Q4 		$38K Sell
1,732
-304
-15% -$6.4K ﹤0.01% 2349
2023
Q3 		$53K Sell
2,036
-23,905
-92% -$718K ﹤0.01% 2024
2023
Q2 		$878K Buy
25,941
+2,427
+10% +$83.2K 0.01% 756
2023
Q1 		$875K Buy
23,514
+2,931
+14% +$131K 0.01% 697
2022
Q4 		$908K Buy
20,583
+3,708
+22% +$166K 0.01% 648
2022
Q3 		$748K Buy
16,875
+556
+3% +$33.1K 0.01% 631
2022
Q2 		$1.11M Sell
16,319
-231
-1% -$16.2K 0.01% 542
2022
Q1 		$1.37M Sell
16,550
-2,391
-13% -$192K 0.01% 488
2021
Q4 		$1.72M Buy
+18,941
New +$1.72M 0.01% 467
2021
Q2 		$2.22M Hold
21,527
– – 0.02% 400
2021
Q1 		$2.22M Hold
21,527
– – 0.02% 400
2020
Q4 		$2.22M Hold
21,527
– – 0.02% 400
2020
Q3 		$2.22M Hold
21,527
– – 0.02% 400
2020
Q2 		$2.22M Hold
21,527
– – 0.02% 400
2020
Q1 		$2.22M Hold
21,527
– – 0.02% 400
2019
Q4 		$2.22M Hold
21,527
– – 0.02% 400
2019
Q3 		$2.22M Hold
21,527
– – 0.02% 400
2019
Q2 		$2.22M Hold
21,527
– – 0.02% 400
2019
Q1 		$2.22M Buy
+21,527
New +$727K 0.02% 400

Other funds holding TTEC

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TTEC Holdings (TTEC) stake by 185% in Q1 2026, buying an estimated $6.42K and bringing the position to 3,460 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4829.

Carson Wealth (CWM LLC) first reported a position in TTEC in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.22M in Q2 2021. 93 funds tracked by Wall St. Rank hold TTEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,460 shares of TTEC Holdings worth $8.65K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,245 TTEC Holdings shares in Q1 2026, an estimated $6.42K.
  • TTEC Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4829 holding.
  • Carson Wealth (CWM LLC) first reported a position in TTEC Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s TTEC Holdings position peaked at $2.22M in Q2 2021.
  • 93 funds tracked by Wall St. Rank held TTEC Holdings as of Q1 2026.

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