Carson Wealth (CWM LLC)
ULS icon

Carson Wealth (CWM LLC)’s UL Solutions ULS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.3K Buy
284
+12
+4% +$946 ﹤0.01% 4299
2025
Q4 		$21K Buy
272
+266
+4,433% +$21.4K ﹤0.01% 4154
2025
Q3 		$0 Sell
6
-16
-73% -$1.09K ﹤0.01% 5603
2025
Q2 		$2K Buy
+22
New +$1.44K ﹤0.01% 4951

Other funds holding ULS

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its UL Solutions (ULS) stake by 4.4% in Q1 2026, buying an estimated $946 and bringing the position to 284 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4299.

Carson Wealth (CWM LLC) first reported a position in ULS in Q2 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 284 shares of UL Solutions worth $24.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12 UL Solutions shares in Q1 2026, an estimated $946.
  • UL Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4299 holding.
  • Carson Wealth (CWM LLC) first reported a position in UL Solutions in Q2 2025 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

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