Carson Wealth (CWM LLC)
WAY

Carson Wealth (CWM LLC)’s Waystar Holding Corp WAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
62,317
+60,801
+4,011% +$1.61M ﹤0.01% 1328
2025
Q4 		$50K Sell
1,516
-584
-28% -$20.8K ﹤0.01% 3611
2025
Q3 		$80K Buy
2,100
+1,759
+516% +$65.2K ﹤0.01% 3157
2025
Q2 		$14K Buy
341
+141
+71% +$5.43K ﹤0.01% 4133
2025
Q1 		$7K Buy
200
+75
+60% +$2.97K ﹤0.01% 4329
2024
Q4 		$5K Buy
+125
New +$3.84K ﹤0.01% 4255

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Waystar Holding Corp (WAY) stake by 4,011% in Q1 2026, buying an estimated $1.61M and bringing the position to 62,317 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Carson Wealth (CWM LLC) first reported a position in WAY in Q4 2024 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,317 shares of Waystar Holding Corp worth $1.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 60,801 Waystar Holding Corp shares in Q1 2026, an estimated $1.61M.
  • Waystar Holding Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1328 holding.
  • Carson Wealth (CWM LLC) first reported a position in Waystar Holding Corp in Q4 2024 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

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