Carson Wealth (CWM LLC)
VISN

Carson Wealth (CWM LLC)’s Vistance Networks Inc VISN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$487K Sell
26,750
-12,408
-32% -$226K ﹤0.01% 2038
2025
Q4 		$710K Buy
39,158
+3,235
+9% +$55.8K ﹤0.01% 1704
2025
Q3 		$556K Buy
35,923
+24,767
+222% +$322K ﹤0.01% 1730
2025
Q2 		$92K Buy
11,156
+7,841
+237% +$41K ﹤0.01% 2797
2025
Q1 		$18K Buy
3,315
+2,373
+252% +$12.6K ﹤0.01% 3742
2024
Q4 		$5K Sell
942
-30
-3% -$168 ﹤0.01% 4179
2024
Q3 		$6K Buy
972
+733
+307% +$2.51K ﹤0.01% 3993
2024
Q2 		$0 Buy
239
+212
+785% +$252 ﹤0.01% 4628
2024
Q1 		$0 Buy
27
+9
+50% +$18 ﹤0.01% 4366
2023
Q4 		$0 Buy
+18
New +$39 ﹤0.01% 4182
2023
Q3 		– Sell
-139
Closed -$1K – 4221
2023
Q2 		$1K Buy
139
+70
+101% +$335 ﹤0.01% 3931
2023
Q1 		$0 Sell
69
-5
-7% -$38 ﹤0.01% 4086
2022
Q4 		$1K Sell
74
-83
-53% -$801 ﹤0.01% 3711
2022
Q3 		$1K Sell
157
-16
-9% -$153 ﹤0.01% 3617
2022
Q2 		$1K Buy
173
+80
+86% +$559 ﹤0.01% 3511
2022
Q1 		$1K Buy
93
+53
+133% +$485 ﹤0.01% 3316
2021
Q4 		$0 Buy
+40
New +$438 ﹤0.01% 3512
2019
Q1 		– Sell
-36
Closed -$1K – 2981
2018
Q4 		$1K Buy
36
+10
+38% +$212 ﹤0.01% 1864
2018
Q3 		$1K Sell
26
-13
-33% -$399 ﹤0.01% 1634
2018
Q2 		$1K Hold
39
– – ﹤0.01% 1496
2018
Q1 		$2K Buy
+39
New +$1.52K ﹤0.01% 1157

Other funds holding VISN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vistance Networks Inc (VISN) stake by 32% in Q1 2026, selling an estimated $226K and leaving 26,750 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Carson Wealth (CWM LLC) first reported a position in VISN in Q1 2018 and has held it in 21 quarters since. The position peaked at $710K in Q4 2025. 332 funds tracked by Wall St. Rank hold VISN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,750 shares of Vistance Networks Inc worth $487K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12,408 Vistance Networks Inc shares in Q1 2026, an estimated $226K.
  • Vistance Networks Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2038 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vistance Networks Inc in Q1 2018 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Vistance Networks Inc position peaked at $710K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q1 2026.

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