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

Carson Wealth (CWM LLC)’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.42M Buy
28,913
+11,518
+66% +$1.8M 0.01% 864
2025
Q4 		$2.59M Buy
17,395
+13,755
+378% +$2.07M 0.01% 1045
2025
Q3 		$573K Buy
3,640
+299
+9% +$49.5K ﹤0.01% 1712
2025
Q2 		$491K Buy
3,341
+178
+6% +$23.9K ﹤0.01% 1600
2025
Q1 		$497K Sell
3,163
-2,087
-40% -$344K ﹤0.01% 1444
2024
Q4 		$920K Buy
5,250
+4,926
+1,520% +$924K ﹤0.01% 1128
2024
Q3 		$68K Sell
324
-129
-28% -$24K ﹤0.01% 2463
2024
Q2 		$80K Buy
453
+123
+37% +$25.1K ﹤0.01% 2138
2024
Q1 		$78K Sell
330
-47
-12% -$10.1K ﹤0.01% 2022
2023
Q4 		$73K Buy
377
+51
+16% +$9.25K ﹤0.01% 1955
2023
Q3 		$61K Buy
326
+7
+2% +$1.35K ﹤0.01% 1950
2023
Q2 		$58K Sell
319
-6
-2% -$1.06K ﹤0.01% 1878
2023
Q1 		$60K Buy
325
+44
+16% +$8.02K ﹤0.01% 1770
2022
Q4 		$46K Buy
281
+16
+6% +$2.49K ﹤0.01% 1793
2022
Q3 		$34K Buy
265
+132
+99% +$20.7K ﹤0.01% 1872
2022
Q2 		$21K Sell
133
-29
-18% -$4.75K ﹤0.01% 2094
2022
Q1 		$29K Buy
162
+119
+277% +$19.4K ﹤0.01% 1862
2021
Q4 		$6K Buy
+43
New +$6.57K ﹤0.01% 2676
2021
Q2 		$7K Hold
34
– – ﹤0.01% 2262
2021
Q1 		$7K Hold
34
– – ﹤0.01% 2262
2020
Q4 		$7K Hold
34
– – ﹤0.01% 2261
2020
Q3 		$7K Hold
34
– – ﹤0.01% 2259
2020
Q2 		$7K Hold
34
– – ﹤0.01% 2258
2020
Q1 		$7K Hold
34
– – ﹤0.01% 2258
2019
Q4 		$7K Hold
34
– – ﹤0.01% 2258
2019
Q3 		$7K Hold
34
– – ﹤0.01% 2257
2019
Q2 		$7K Hold
34
– – ﹤0.01% 2257
2019
Q1 		$7K Buy
34
+28
+467% +$4.73K ﹤0.01% 2256
2018
Q4 		$1K Sell
6
-1
-14% -$165 ﹤0.01% 2011
2018
Q3 		$1K Buy
+7
New +$1.34K ﹤0.01% 1768

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WEX (WEX) stake by 66% in Q1 2026, buying an estimated $1.8M and bringing the position to 28,913 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #864.

Carson Wealth (CWM LLC) first reported a position in WEX in Q3 2018 and has held it in 30 quarters since. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,913 shares of WEX worth $4.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,518 WEX shares in Q1 2026, an estimated $1.8M.
  • WEX made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #864 holding.
  • Carson Wealth (CWM LLC) first reported a position in WEX in Q3 2018 and has held it in 30 quarters since.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

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