Carson Wealth (CWM LLC)
UDMY

Carson Wealth (CWM LLC)’s Udemy UDMY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UDMY Stock Details UDMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Buy
85,008
+57,423
+208% +$283K ﹤0.01% 2194
2025
Q4 		$161K Sell
27,585
-16,125
-37% -$94K ﹤0.01% 2735
2025
Q3 		$306K Buy
43,710
+11,778
+37% +$82.6K ﹤0.01% 2117
2025
Q2 		$224K Buy
31,932
+18,561
+139% +$128K ﹤0.01% 2076
2025
Q1 		$104K Buy
13,371
+12,334
+1,189% +$105K ﹤0.01% 2397
2024
Q4 		$9K Buy
1,037
+810
+357% +$6.53K ﹤0.01% 3956
2024
Q3 		$2K Buy
227
+222
+4,440% +$1.79K ﹤0.01% 4467
2024
Q2 		$0 Sell
5
-34
-87% -$323 ﹤0.01% 4956
2024
Q1 		$0 Sell
39
-22
-36% -$273 ﹤0.01% 4760
2023
Q4 		$1K Buy
+61
New +$760 ﹤0.01% 4055
2023
Q1 		– Sell
-445
Closed -$5K – 4350
2022
Q4 		$5K Buy
445
+392
+740% +$5.29K ﹤0.01% 3230
2022
Q3 		$1K Hold
53
– – ﹤0.01% 3780
2022
Q2 		$1K Buy
+53
New +$642 ﹤0.01% 3657

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Udemy (UDMY) stake by 208% in Q1 2026, buying an estimated $283K and bringing the position to 85,008 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Carson Wealth (CWM LLC) first reported a position in UDMY in Q2 2022 and has held it in 13 quarters since. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 85,008 shares of Udemy worth $393K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 57,423 Udemy shares in Q1 2026, an estimated $283K.
  • Udemy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2194 holding.
  • Carson Wealth (CWM LLC) first reported a position in Udemy in Q2 2022 and has held it in 13 quarters since.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

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