Carson Wealth (CWM LLC)
UP icon

Carson Wealth (CWM LLC)’s Wheels Up UP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57K Buy
152
+151
+15,100% +$1.97K ﹤0.01% 5327
2025
Q4 		$0 Sell
1
-40
-98% -$911 ﹤0.01% 5658
2025
Q3 		$2K Sell
41
-1,203
-97% -$43.9K ﹤0.01% 5048
2025
Q2 		$27K Buy
1,244
+541
+77% +$13.3K ﹤0.01% 3720
2025
Q1 		$14K Buy
703
+696
+9,943% +$19.2K ﹤0.01% 3930
2024
Q4 		$0 Buy
7
+2
+40% +$84 ﹤0.01% 5184
2024
Q3 		$0 Buy
+5
New +$244 ﹤0.01% 5172
2024
Q1 		– Sell
-1
Closed – – 4769
2023
Q4 		$0 Sell
1
-10
-91% -$387 ﹤0.01% 4534
2023
Q3 		$0 Buy
11
+10
+1,000% +$403 ﹤0.01% 4546
2023
Q2 		$0 Buy
+1
New +$71 ﹤0.01% 4473
2023
Q1 		– Hold
0
– – – 4356
2022
Q4 		– Sell
-1
Closed -$258 – 4266
2022
Q3 		$0 Sell
1
-2
-67% -$802 ﹤0.01% 4196
2022
Q2 		$1K Hold
3
– – ﹤0.01% 3661
2022
Q1 		$2K Hold
3
– – ﹤0.01% 3242
2021
Q4 		$2K Buy
+3
New +$3.5K ﹤0.01% 3192

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KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
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MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM