Carson Wealth (CWM LLC)
UNTY icon

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

Carson Wealth (CWM LLC)’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.5K Buy
1,052
+195
+23% +$10.3K ﹤0.01% 3758
2025
Q4 		$44K Buy
857
+236
+38% +$11.8K ﹤0.01% 3701
2025
Q3 		$30K Buy
621
+104
+20% +$5.29K ﹤0.01% 3890
2025
Q2 		$24K Sell
517
-95
-16% -$4.1K ﹤0.01% 3810
2025
Q1 		$25K Buy
612
+337
+123% +$15.2K ﹤0.01% 3520
2024
Q4 		$12K Buy
275
+161
+141% +$6.75K ﹤0.01% 3783
2024
Q3 		$4K Buy
114
+79
+226% +$2.56K ﹤0.01% 4220
2024
Q2 		$1K Buy
35
+33
+1,650% +$892 ﹤0.01% 4505
2024
Q1 		$0 Buy
+2
New +$56 ﹤0.01% 4768

Other funds holding UNTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Unity Bancorp (UNTY) stake by 23% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,052 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3758.

Carson Wealth (CWM LLC) first reported a position in UNTY in Q1 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,052 shares of Unity Bancorp worth $54.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 195 Unity Bancorp shares in Q1 2026, an estimated $10.3K.
  • Unity Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3758 holding.
  • Carson Wealth (CWM LLC) first reported a position in Unity Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

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