Carson Wealth (CWM LLC)
TTGT icon

Carson Wealth (CWM LLC)’s TechTarget TTGT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TTGT Stock Details TTGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.4K Buy
21,741
+11,077
+104% +$51K ﹤0.01% 3412
2025
Q4 		$58K Buy
10,664
+8,742
+455% +$47K ﹤0.01% 3492
2025
Q3 		$11K Sell
1,922
-3,299
-63% -$21.9K ﹤0.01% 4447
2025
Q2 		$41K Buy
5,221
+4,701
+904% +$37.4K ﹤0.01% 3438
2025
Q1 		$8K Buy
520
+514
+8,567% +$8.28K ﹤0.01% 4242
2024
Q4 		$0 Sell
6
-13
-68% -$343 ﹤0.01% 5173
2024
Q3 		$0 Sell
19
-3
-14% -$84 ﹤0.01% 5157
2024
Q2 		$1K Buy
22
+10
+83% +$297 ﹤0.01% 4500
2024
Q1 		$0 Hold
12
– – ﹤0.01% 4756
2023
Q4 		$0 Sell
12
-30
-71% -$888 ﹤0.01% 4522
2023
Q3 		$1K Sell
42
-733
-95% -$22.3K ﹤0.01% 4093
2023
Q2 		$24K Buy
775
+679
+707% +$23.1K ﹤0.01% 2522
2023
Q1 		$3K Sell
96
-149
-61% -$6.23K ﹤0.01% 3571
2022
Q4 		$11K Buy
245
+127
+108% +$6.66K ﹤0.01% 2768
2022
Q3 		$7K Sell
118
-339
-74% -$21.8K ﹤0.01% 2926
2022
Q2 		$30K Buy
457
+448
+4,978% +$31.2K ﹤0.01% 1895
2022
Q1 		$1K Sell
9
-107
-92% -$8.62K ﹤0.01% 3417
2021
Q4 		$11K Buy
+116
New +$10.9K ﹤0.01% 2321

Other funds holding TTGT

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TechTarget (TTGT) stake by 104% in Q1 2026, buying an estimated $51K and bringing the position to 21,741 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Carson Wealth (CWM LLC) first reported a position in TTGT in Q4 2021 and has held it in 18 quarters since. 106 funds tracked by Wall St. Rank hold TTGT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,741 shares of TechTarget worth $84.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,077 TechTarget shares in Q1 2026, an estimated $51K.
  • TechTarget made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3412 holding.
  • Carson Wealth (CWM LLC) first reported a position in TechTarget in Q4 2021 and has held it in 18 quarters since.
  • 106 funds tracked by Wall St. Rank held TechTarget as of Q1 2026.

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