Carson Wealth (CWM LLC)
U icon

Carson Wealth (CWM LLC)’s Unity U Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Sell
12,655
-2,973
-19% -$82.5K ﹤0.01% 2439
2025
Q4 		$690K Buy
15,628
+1,965
+14% +$80.1K ﹤0.01% 1719
2025
Q3 		$547K Buy
13,663
+1,178
+9% +$43.7K ﹤0.01% 1742
2025
Q2 		$302K Sell
12,485
-35,329
-74% -$777K ﹤0.01% 1865
2025
Q1 		$937K Buy
47,814
+36,409
+319% +$822K ﹤0.01% 1166
2024
Q4 		$256K Buy
11,405
+162
+1% +$3.6K ﹤0.01% 1684
2024
Q3 		$254K Buy
11,243
+1,845
+20% +$31.9K ﹤0.01% 1634
2024
Q2 		$153K Sell
9,398
-67,487
-88% -$1.44M ﹤0.01% 1728
2024
Q1 		$2.05M Buy
76,885
+6,600
+9% +$207K 0.01% 611
2023
Q4 		$2.87M Sell
70,285
-2,260
-3% -$69.7K 0.02% 511
2023
Q3 		$2.28M Buy
72,545
+66,314
+1,064% +$2.55M 0.01% 515
2023
Q2 		$271K Sell
6,231
-90
-1% -$2.88K ﹤0.01% 1150
2023
Q1 		$205K Buy
6,321
+317
+5% +$10.2K ﹤0.01% 1191
2022
Q4 		$172K Buy
6,004
+1,348
+29% +$42.2K ﹤0.01% 1153
2022
Q3 		$148K Buy
4,656
+1,351
+41% +$55.6K ﹤0.01% 1166
2022
Q2 		$122K Buy
3,305
+986
+43% +$56K ﹤0.01% 1236
2022
Q1 		$230K Buy
2,319
+962
+71% +$99.6K ﹤0.01% 988
2021
Q4 		$194K Buy
+1,357
New +$207K ﹤0.01% 1038
2021
Q2 		$147K Hold
1,335
– – ﹤0.01% 1001
2021
Q1 		$147K Hold
1,335
– – ﹤0.01% 1001
2020
Q4 		$147K Hold
1,335
– – ﹤0.01% 1001
2020
Q3 		$147K Buy
+1,335
New +$113K ﹤0.01% 1001

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 U Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Unity (U) stake by 19% in Q1 2026, selling an estimated $82.5K and leaving 12,655 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Carson Wealth (CWM LLC) first reported a position in U in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.87M in Q4 2023. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,655 shares of Unity worth $278K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,973 Unity shares in Q1 2026, an estimated $82.5K.
  • Unity made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2439 holding.
  • Carson Wealth (CWM LLC) first reported a position in Unity in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Unity position peaked at $2.87M in Q4 2023.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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