Carson Wealth (CWM LLC)
UROY

Carson Wealth (CWM LLC)’s Uranium Royalty Corp UROY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UROY Stock Details UROY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.75K Hold
1,302
– – ﹤0.01% 5044
2025
Q4 		$5K Buy
+1,302
New +$5.09K ﹤0.01% 4849
2024
Q4 		– Sell
-1,000
Closed -$2K – 5182
2024
Q3 		$2K Hold
1,000
– – ﹤0.01% 4470
2024
Q2 		$2K Buy
+1,000
New +$2.48K ﹤0.01% 4271
2024
Q1 		– Sell
-1,365
Closed -$4K – 4771
2023
Q4 		$4K Hold
1,365
– – ﹤0.01% 3642
2023
Q3 		$4K Hold
1,365
– – ﹤0.01% 3611
2023
Q2 		$3K Hold
1,365
– – ﹤0.01% 3707
2023
Q1 		$3K Hold
1,365
– – ﹤0.01% 3574
2022
Q4 		$3K Buy
+1,365
New +$3.32K ﹤0.01% 3462
2022
Q3 		– Sell
-1,000
Closed -$2K – 4197
2022
Q2 		$2K Buy
+1,000
New +$3.21K ﹤0.01% 3425
2022
Q1 		– Sell
-1,000
Closed -$4K – 3881
2021
Q4 		$4K Buy
+1,000
New +$4.56K ﹤0.01% 2894
2021
Q2 		$3K Buy
+1,000
New +$2.98K ﹤0.01% 2571

Other funds holding UROY

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Uranium Royalty Corp (UROY) position steady in Q1 2026 at 1,302 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #5044.

Carson Wealth (CWM LLC) first reported a position in UROY in Q2 2021 and has held it in 12 quarters since. The position peaked at $5K in Q4 2025. 108 funds tracked by Wall St. Rank hold UROY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,302 shares of Uranium Royalty Corp worth $4.75K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Uranium Royalty Corp share count unchanged in Q1 2026.
  • Uranium Royalty Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5044 holding.
  • Carson Wealth (CWM LLC) first reported a position in Uranium Royalty Corp in Q2 2021 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Uranium Royalty Corp position peaked at $5K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Uranium Royalty Corp as of Q1 2026.

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