Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Virco VIRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VIRC Stock Details VIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.3K Sell
703
-3
-0.4% -$19 ﹤0.01% 5076
2025
Q4 		$5K Sell
706
-58
-8% -$403 ﹤0.01% 4851
2025
Q3 		$6K Sell
764
-505
-40% -$4.11K ﹤0.01% 4702
2025
Q2 		$10K Buy
1,269
+917
+261% +$8.06K ﹤0.01% 4319
2025
Q1 		$3K Sell
352
-752
-68% -$7.83K ﹤0.01% 4697
2024
Q4 		$11K Sell
1,104
-1,305
-54% -$18.3K ﹤0.01% 3833
2024
Q3 		$33K Buy
+2,409
New +$36.7K ﹤0.01% 3038

Other funds holding VIRC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Virco (VIRC) stake by 0.42% in Q1 2026, selling an estimated $19 and leaving 703 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5076.

Carson Wealth (CWM LLC) first reported a position in VIRC in Q3 2024 and has held it in 7 quarters since. The position peaked at $33K in Q3 2024. 73 funds tracked by Wall St. Rank hold VIRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 703 shares of Virco worth $4.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3 Virco shares in Q1 2026, an estimated $19.
  • Virco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5076 holding.
  • Carson Wealth (CWM LLC) first reported a position in Virco in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Virco position peaked at $33K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Virco as of Q1 2026.

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