Carson Wealth (CWM LLC)
VOD icon

Carson Wealth (CWM LLC)’s Vodafone VOD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409K Buy
27,252
+3,849
+16% +$56.3K ﹤0.01% 2160
2025
Q4 		$309K Sell
23,403
-230
-1% -$2.78K ﹤0.01% 2238
2025
Q3 		$274K Sell
23,633
-6,699
-22% -$76.4K ﹤0.01% 2206
2025
Q2 		$323K Sell
30,332
-392
-1% -$3.8K ﹤0.01% 1811
2025
Q1 		$288K Buy
30,724
+4,294
+16% +$37.7K ﹤0.01% 1694
2024
Q4 		$224K Sell
26,430
-313
-1% -$2.85K ﹤0.01% 1759
2024
Q3 		$268K Sell
26,743
-4,136
-13% -$39.5K ﹤0.01% 1607
2024
Q2 		$274K Sell
30,879
-1,931
-6% -$17.2K ﹤0.01% 1437
2024
Q1 		$292K Buy
32,810
+6,510
+25% +$56.6K ﹤0.01% 1342
2023
Q4 		$229K Sell
26,300
-2,571
-9% -$23.5K ﹤0.01% 1359
2023
Q3 		$274K Buy
28,871
+11,763
+69% +$111K ﹤0.01% 1189
2023
Q2 		$162K Buy
17,108
+6,209
+57% +$65.3K ﹤0.01% 1335
2023
Q1 		$120K Buy
10,899
+566
+5% +$6.45K ﹤0.01% 1397
2022
Q4 		$105K Buy
10,333
+629
+6% +$7.06K ﹤0.01% 1362
2022
Q3 		$110K Buy
9,704
+202
+2% +$2.82K ﹤0.01% 1299
2022
Q2 		$148K Sell
9,502
-2,427
-20% -$38.8K ﹤0.01% 1166
2022
Q1 		$198K Sell
11,929
-7,208
-38% -$123K ﹤0.01% 1042
2021
Q4 		$286K Buy
+19,137
New +$292K ﹤0.01% 895
2021
Q2 		$73K Hold
4,271
– – ﹤0.01% 1252
2021
Q1 		$73K Hold
4,271
– – ﹤0.01% 1252
2020
Q4 		$73K Hold
4,271
– – ﹤0.01% 1252
2020
Q3 		$73K Hold
4,271
– – ﹤0.01% 1252
2020
Q2 		$73K Hold
4,271
– – ﹤0.01% 1252
2020
Q1 		$73K Hold
4,271
– – ﹤0.01% 1252
2019
Q4 		$73K Hold
4,271
– – ﹤0.01% 1252
2019
Q3 		$73K Hold
4,271
– – ﹤0.01% 1252
2019
Q2 		$73K Hold
4,271
– – ﹤0.01% 1252
2019
Q1 		$73K Buy
4,271
+2,145
+101% +$39.8K ﹤0.01% 1252
2018
Q4 		$41K Sell
2,126
-1,100
-34% -$22K ﹤0.01% 925
2018
Q3 		$70K Sell
3,226
-246
-7% -$5.72K ﹤0.01% 682
2018
Q2 		$84K Buy
3,472
+4
+0.1% +$109 ﹤0.01% 548
2018
Q1 		$96K Buy
3,468
+541
+18% +$16.1K ﹤0.01% 448
2017
Q4 		$93K Sell
2,927
-612
-17% -$18.3K ﹤0.01% 438
2017
Q3 		$101K Buy
3,539
+1,108
+46% +$32.1K ﹤0.01% 417
2017
Q2 		$70K Buy
2,431
+124
+5% +$3.45K ﹤0.01% 432
2017
Q1 		$61K Sell
2,307
-391
-14% -$10K ﹤0.01% 423
2016
Q4 		$66K Sell
2,698
-32
-1% -$842 ﹤0.01% 405
2016
Q3 		$80K Buy
2,730
+307
+13% +$9.35K 0.01% 362
2016
Q2 		$75K Buy
2,423
+23
+1% +$747 0.01% 338
2016
Q1 		$77K Buy
2,400
+1,901
+381% +$59.2K 0.01% 302
2015
Q4 		$16K Buy
499
+41
+9% +$1.34K ﹤0.01% 416
2015
Q3 		$15K Buy
+458
New +$16.3K ﹤0.01% 401
2014
Q1 		– Sell
-9,771
Closed -$392K – 482
2013
Q4 		$392K Buy
+9,771
New +$368K 0.06% 144

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vodafone (VOD) stake by 16% in Q1 2026, buying an estimated $56.3K and bringing the position to 27,252 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Carson Wealth (CWM LLC) first reported a position in VOD in Q4 2013 and has held it in 43 quarters since. 553 funds tracked by Wall St. Rank hold VOD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,252 shares of Vodafone worth $409K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,849 Vodafone shares in Q1 2026, an estimated $56.3K.
  • Vodafone made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2160 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vodafone in Q4 2013 and has held it in 43 quarters since.
  • 553 funds tracked by Wall St. Rank held Vodafone as of Q1 2026.

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