Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Unusual Machines UMAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UMAC Stock Details UMAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4K Buy
3,262
+2,720
+502% +$41.4K ﹤0.01% 3957
2025
Q4 		$7K Buy
+542
New +$6.36K ﹤0.01% 4719

Other funds holding UMAC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Unusual Machines (UMAC) stake by 502% in Q1 2026, buying an estimated $41.4K and bringing the position to 3,262 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3957.

Carson Wealth (CWM LLC) first reported a position in UMAC in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold UMAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,262 shares of Unusual Machines worth $40.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,720 Unusual Machines shares in Q1 2026, an estimated $41.4K.
  • Unusual Machines made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3957 holding.
  • Carson Wealth (CWM LLC) first reported a position in Unusual Machines in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Unusual Machines as of Q1 2026.

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