Carson Wealth (CWM LLC)
VSEE

Carson Wealth (CWM LLC)’s VSee Health VSEE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSEE Stock Details VSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.08K Hold
8,316
– – ﹤0.01% 5268
2025
Q4 		$3K Buy
+8,316
New +$5.46K ﹤0.01% 5031

Other funds holding VSEE

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Carson Wealth (CWM LLC) held its VSee Health (VSEE) position steady in Q1 2026 at 8,316 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #5268.

Carson Wealth (CWM LLC) first reported a position in VSEE in Q4 2025 and has held it in 2 quarters since. The position peaked at $3K in Q4 2025. 14 funds tracked by Wall St. Rank hold VSEE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,316 shares of VSee Health worth $2.08K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its VSee Health share count unchanged in Q1 2026.
  • VSee Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5268 holding.
  • Carson Wealth (CWM LLC) first reported a position in VSee Health in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s VSee Health position peaked at $3K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held VSee Health as of Q1 2026.

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