Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Voya Financial VOYA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$375K Sell
5,490
-7,592
-58% -$550K ﹤0.01% 2233
2025
Q4 		$974K Buy
13,082
+8,258
+171% +$602K ﹤0.01% 1512
2025
Q3 		$361K Buy
4,824
+2,208
+84% +$163K ﹤0.01% 1986
2025
Q2 		$186K Buy
2,616
+477
+22% +$30.6K ﹤0.01% 2236
2025
Q1 		$145K Buy
2,139
+577
+37% +$40.4K ﹤0.01% 2128
2024
Q4 		$108K Sell
1,562
-733
-32% -$57.3K ﹤0.01% 2239
2024
Q3 		$182K Sell
2,295
-161
-7% -$11.5K ﹤0.01% 1804
2024
Q2 		$175K Buy
2,456
+1,214
+98% +$87.4K ﹤0.01% 1654
2024
Q1 		$92K Buy
1,242
+229
+23% +$16.1K ﹤0.01% 1927
2023
Q4 		$74K Sell
1,013
-176
-15% -$12.3K ﹤0.01% 1942
2023
Q3 		$79K Sell
1,189
-120
-9% -$8.54K ﹤0.01% 1780
2023
Q2 		$94K Buy
1,309
+121
+10% +$8.69K ﹤0.01% 1604
2023
Q1 		$85K Buy
1,188
+230
+24% +$16.1K ﹤0.01% 1576
2022
Q4 		$59K Sell
958
-2
-0.2% -$128 ﹤0.01% 1643
2022
Q3 		$58K Buy
960
+78
+9% +$4.77K ﹤0.01% 1601
2022
Q2 		$53K Buy
882
+15
+2% +$965 ﹤0.01% 1610
2022
Q1 		$58K Buy
867
+376
+77% +$25.6K ﹤0.01% 1543
2021
Q4 		$33K Buy
+491
New +$32.4K ﹤0.01% 1755
2021
Q2 		$32K Hold
518
– – ﹤0.01% 1594
2021
Q1 		$32K Hold
518
– – ﹤0.01% 1594
2020
Q4 		$32K Hold
518
– – ﹤0.01% 1594
2020
Q3 		$32K Hold
518
– – ﹤0.01% 1594
2020
Q2 		$32K Hold
518
– – ﹤0.01% 1594
2020
Q1 		$32K Hold
518
– – ﹤0.01% 1593
2019
Q4 		$32K Hold
518
– – ﹤0.01% 1593
2019
Q3 		$32K Hold
518
– – ﹤0.01% 1593
2019
Q2 		$32K Hold
518
– – ﹤0.01% 1593
2019
Q1 		$32K Buy
518
+305
+143% +$14.5K ﹤0.01% 1592
2018
Q4 		$9K Buy
213
+13
+7% +$577 ﹤0.01% 1385
2018
Q3 		$10K Hold
200
– – ﹤0.01% 1161
2018
Q2 		$9K Hold
200
– – ﹤0.01% 1043
2018
Q1 		$10K Sell
200
-190
-49% -$9.81K ﹤0.01% 858
2017
Q4 		$19K Hold
390
– – ﹤0.01% 711
2017
Q3 		$16K Sell
390
-1
-0.3% -$38 ﹤0.01% 772
2017
Q2 		$14K Sell
391
-20
-5% -$728 ﹤0.01% 716
2017
Q1 		$16K Hold
411
– – ﹤0.01% 656
2016
Q4 		$16K Sell
411
-445
-52% -$15.7K ﹤0.01% 641
2016
Q3 		$25K Buy
856
+730
+579% +$19.9K ﹤0.01% 524
2016
Q2 		$3K Sell
126
-421
-77% -$12.9K ﹤0.01% 689
2016
Q1 		$16K Sell
547
-5,545
-91% -$168K ﹤0.01% 473
2015
Q4 		$225K Sell
6,092
-208,656
-97% -$8.26M 0.02% 218
2015
Q3 		$8.33M Buy
+214,748
New +$9.44M 0.84% 46

Other funds holding VOYA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Voya Financial (VOYA) stake by 58% in Q1 2026, selling an estimated $550K and leaving 5,490 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Carson Wealth (CWM LLC) first reported a position in VOYA in Q3 2015 and has held it in 42 quarters since. The position peaked at $8.33M in Q3 2015. 458 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,490 shares of Voya Financial worth $375K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,592 Voya Financial shares in Q1 2026, an estimated $550K.
  • Voya Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2233 holding.
  • Carson Wealth (CWM LLC) first reported a position in Voya Financial in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Voya Financial position peaked at $8.33M in Q3 2015.
  • 458 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

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