Carson Wealth (CWM LLC)
UPBD icon

Carson Wealth (CWM LLC)’s Upbound Group UPBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Sell
10,396
-1,331
-11% -$25.9K ﹤0.01% 2791
2025
Q4 		$206K Buy
11,727
+409
+4% +$7.91K ﹤0.01% 2554
2025
Q3 		$267K Sell
11,318
-1,445
-11% -$35.7K ﹤0.01% 2227
2025
Q2 		$320K Buy
12,763
+10,883
+579% +$254K ﹤0.01% 1820
2025
Q1 		$45K Buy
1,880
+493
+36% +$13.5K ﹤0.01% 3072
2024
Q4 		$40K Buy
1,387
+105
+8% +$3.26K ﹤0.01% 2964
2024
Q3 		$41K Sell
1,282
-254
-17% -$8.16K ﹤0.01% 2856
2024
Q2 		$47K Buy
1,536
+180
+13% +$5.75K ﹤0.01% 2517
2024
Q1 		$48K Sell
1,356
-108
-7% -$3.61K ﹤0.01% 2321
2023
Q4 		$50K Sell
1,464
-76
-5% -$2.26K ﹤0.01% 2186
2023
Q3 		$45K Buy
1,540
+25
+2% +$780 ﹤0.01% 2130
2023
Q2 		$47K Hold
1,515
– – ﹤0.01% 2046
2023
Q1 		$37K Hold
1,515
– – ﹤0.01% 2083
2022
Q4 		$34K Sell
1,515
-754
-33% -$16.2K ﹤0.01% 2007
2022
Q3 		$40K Buy
2,269
+233
+11% +$5.8K ﹤0.01% 1776
2022
Q2 		$40K Sell
2,036
-41
-2% -$1.02K ﹤0.01% 1734
2022
Q1 		$52K Buy
2,077
+166
+9% +$6K ﹤0.01% 1600
2021
Q4 		$92K Buy
+1,911
New +$95.6K ﹤0.01% 1326
2021
Q2 		$45K Hold
845
– – ﹤0.01% 1444
2021
Q1 		$45K Hold
845
– – ﹤0.01% 1444
2020
Q4 		$45K Hold
845
– – ﹤0.01% 1444
2020
Q3 		$45K Hold
845
– – ﹤0.01% 1444
2020
Q2 		$45K Hold
845
– – ﹤0.01% 1444
2020
Q1 		$45K Hold
845
– – ﹤0.01% 1444
2019
Q4 		$45K Hold
845
– – ﹤0.01% 1444
2019
Q3 		$45K Hold
845
– – ﹤0.01% 1444
2019
Q2 		$45K Hold
845
– – ﹤0.01% 1444
2019
Q1 		$45K Buy
+845
New +$15.6K ﹤0.01% 1444

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Upbound Group (UPBD) stake by 11% in Q1 2026, selling an estimated $25.9K and leaving 10,396 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Carson Wealth (CWM LLC) first reported a position in UPBD in Q1 2019 and has held it in 28 quarters since. The position peaked at $320K in Q2 2025. 240 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,396 shares of Upbound Group worth $188K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,331 Upbound Group shares in Q1 2026, an estimated $25.9K.
  • Upbound Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2791 holding.
  • Carson Wealth (CWM LLC) first reported a position in Upbound Group in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Upbound Group position peaked at $320K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

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