Carson Wealth (CWM LLC)
TW icon

Carson Wealth (CWM LLC)’s Tradeweb Markets TW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.11M Buy
68,901
+20,382
+42% +$2.33M 0.02% 629
2025
Q4 		$5.22M Buy
48,519
+46,430
+2,223% +$4.98M 0.01% 753
2025
Q3 		$232K Sell
2,089
-3,332
-61% -$428K ﹤0.01% 2334
2025
Q2 		$794K Buy
5,421
+3,215
+146% +$449K ﹤0.01% 1375
2025
Q1 		$328K Sell
2,206
-15,750
-88% -$2.09M ﹤0.01% 1625
2024
Q4 		$2.35M Sell
17,956
-1,965
-10% -$259K 0.01% 724
2024
Q3 		$2.46M Sell
19,921
-2,800
-12% -$317K 0.01% 635
2024
Q2 		$2.41M Buy
22,721
+21,462
+1,705% +$2.27M 0.01% 594
2024
Q1 		$131K Buy
1,259
+534
+74% +$53.7K ﹤0.01% 1727
2023
Q4 		$66K Buy
725
+14
+2% +$1.25K ﹤0.01% 2014
2023
Q3 		$57K Hold
711
– – ﹤0.01% 1986
2023
Q2 		$49K Buy
711
+10
+1% +$708 ﹤0.01% 2013
2023
Q1 		$55K Buy
701
+92
+15% +$6.66K ﹤0.01% 1815
2022
Q4 		$40K Buy
609
+360
+145% +$21.2K ﹤0.01% 1884
2022
Q3 		$14K Sell
249
-1,423
-85% -$96.8K ﹤0.01% 2488
2022
Q2 		$114K Buy
1,672
+1,133
+210% +$82.3K ﹤0.01% 1267
2022
Q1 		$47K Buy
539
+524
+3,493% +$45.4K ﹤0.01% 1641
2021
Q4 		$2K Buy
+15
New +$1.38K ﹤0.01% 3190

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Tradeweb Markets (TW) stake by 42% in Q1 2026, buying an estimated $2.33M and bringing the position to 68,901 shares worth $8.11M. The position accounts for 0.02% of the portfolio, ranked #629.

Carson Wealth (CWM LLC) first reported a position in TW in Q4 2021 and has held it in 18 quarters since. 583 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,901 shares of Tradeweb Markets worth $8.11M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,382 Tradeweb Markets shares in Q1 2026, an estimated $2.33M.
  • Tradeweb Markets made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #629 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tradeweb Markets in Q4 2021 and has held it in 18 quarters since.
  • 583 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

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