Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Unisys UIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.5K Buy
30,661
+20,674
+207% +$51.9K ﹤0.01% 3634
2025
Q4 		$28K Sell
9,987
-12,171
-55% -$38K ﹤0.01% 3993
2025
Q3 		$86K Sell
22,158
-27,402
-55% -$111K ﹤0.01% 3104
2025
Q2 		$225K Buy
49,560
+20,083
+68% +$90.3K ﹤0.01% 2072
2025
Q1 		$135K Buy
29,477
+25,470
+636% +$142K ﹤0.01% 2180
2024
Q4 		$25K Buy
4,007
+925
+30% +$6.45K ﹤0.01% 3301
2024
Q3 		$18K Sell
3,082
-1,455
-32% -$7.21K ﹤0.01% 3442
2024
Q2 		$19K Buy
4,537
+3,274
+259% +$16K ﹤0.01% 3160
2024
Q1 		$6K Buy
1,263
+767
+155% +$4.66K ﹤0.01% 3613
2023
Q4 		$3K Sell
496
-556
-53% -$2.36K ﹤0.01% 3747
2023
Q3 		$4K Buy
1,052
+791
+303% +$3.35K ﹤0.01% 3609
2023
Q2 		$1K Sell
261
-508
-66% -$2.02K ﹤0.01% 4086
2023
Q1 		$3K Sell
769
-1,189
-61% -$5.75K ﹤0.01% 3572
2022
Q4 		$10K Buy
1,958
+1,756
+869% +$11K ﹤0.01% 2816
2022
Q3 		$2K Buy
202
+128
+173% +$1.37K ﹤0.01% 3549
2022
Q2 		$1K Buy
+74
New +$1.04K ﹤0.01% 3659
2017
Q2 		– Sell
-5
Closed – – 1316
2017
Q1 		$0 Buy
+5
New +$69 ﹤0.01% 1322

Other funds holding UIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
IH
IES Holdings Houston, Texas $214M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Unisys (UIS) stake by 207% in Q1 2026, buying an estimated $51.9K and bringing the position to 30,661 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3634.

Carson Wealth (CWM LLC) first reported a position in UIS in Q1 2017 and has held it in 17 quarters since. The position peaked at $225K in Q2 2025. 155 funds tracked by Wall St. Rank hold UIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,661 shares of Unisys worth $63.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,674 Unisys shares in Q1 2026, an estimated $51.9K.
  • Unisys made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3634 holding.
  • Carson Wealth (CWM LLC) first reported a position in Unisys in Q1 2017 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Unisys position peaked at $225K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Unisys as of Q1 2026.

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