Carson Wealth (CWM LLC)
VTEX icon

Carson Wealth (CWM LLC)’s VTEX VTEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTEX Stock Details VTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Buy
63,807
+57,388
+894% +$200K ﹤0.01% 2515
2025
Q4 		$24K Buy
6,419
+3,468
+118% +$14.2K ﹤0.01% 4077
2025
Q3 		$13K Buy
+2,951
New +$14.9K ﹤0.01% 4370

Other funds holding VTEX

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its VTEX (VTEX) stake by 894% in Q1 2026, buying an estimated $200K and bringing the position to 63,807 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

Carson Wealth (CWM LLC) first reported a position in VTEX in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold VTEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 63,807 shares of VTEX worth $255K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 57,388 VTEX shares in Q1 2026, an estimated $200K.
  • VTEX made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2515 holding.
  • Carson Wealth (CWM LLC) first reported a position in VTEX in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held VTEX as of Q1 2026.

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