Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Wipro WIT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129K Buy
60,687
+9,754
+19% +$23.8K ﹤0.01% 3064
2025
Q4 		$145K Buy
50,933
+3,041
+6% +$8.3K ﹤0.01% 2806
2025
Q3 		$126K Buy
47,892
+10,238
+27% +$28.8K ﹤0.01% 2801
2025
Q2 		$114K Sell
37,654
-2,093
-5% -$6.08K ﹤0.01% 2601
2025
Q1 		$122K Sell
39,747
-1,029
-3% -$3.51K ﹤0.01% 2259
2024
Q4 		$144K Sell
40,776
-920
-2% -$3.15K ﹤0.01% 2049
2024
Q3 		$135K Buy
41,696
+454
+1% +$1.42K ﹤0.01% 2004
2024
Q2 		$126K Buy
41,242
+4,356
+12% +$12K ﹤0.01% 1834
2024
Q1 		$106K Buy
36,886
+2,314
+7% +$6.83K ﹤0.01% 1850
2023
Q4 		$96K Buy
34,572
+3,902
+13% +$9.47K ﹤0.01% 1797
2023
Q3 		$74K Buy
30,670
+5,974
+24% +$14.9K ﹤0.01% 1832
2023
Q2 		$58K Buy
24,696
+5,666
+30% +$13.2K ﹤0.01% 1879
2023
Q1 		$43K Buy
19,030
+2,940
+18% +$6.99K ﹤0.01% 1980
2022
Q4 		$37K Sell
16,090
-218
-1% -$521 ﹤0.01% 1947
2022
Q3 		$38K Buy
16,308
+2,440
+18% +$6.31K ﹤0.01% 1807
2022
Q2 		$37K Sell
13,868
-1,296
-9% -$4.08K ﹤0.01% 1770
2022
Q1 		$58K Buy
15,164
+7,988
+111% +$31.5K ﹤0.01% 1544
2021
Q4 		$35K Buy
+7,176
New +$32.6K ﹤0.01% 1727
2021
Q2 		$10K Hold
2,550
– – ﹤0.01% 2125
2021
Q1 		$10K Hold
2,550
– – ﹤0.01% 2124
2020
Q4 		$10K Hold
2,550
– – ﹤0.01% 2124
2020
Q3 		$10K Hold
2,550
– – ﹤0.01% 2123
2020
Q2 		$10K Hold
2,550
– – ﹤0.01% 2122
2020
Q1 		$10K Hold
2,550
– – ﹤0.01% 2122
2019
Q4 		$10K Hold
2,550
– – ﹤0.01% 2122
2019
Q3 		$10K Hold
2,550
– – ﹤0.01% 2122
2019
Q2 		$10K Hold
2,550
– – ﹤0.01% 2122
2019
Q1 		$10K Buy
+2,550
New +$5.19K ﹤0.01% 2122
2018
Q4 		– Sell
-6,563
Closed -$13K – 2266
2018
Q3 		$13K Buy
+6,563
New +$12.7K ﹤0.01% 1093

Other funds holding WIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
ACP
Avantyr Capital Partners New York $2.72B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Wipro (WIT) stake by 19% in Q1 2026, buying an estimated $23.8K and bringing the position to 60,687 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Carson Wealth (CWM LLC) first reported a position in WIT in Q3 2018 and has held it in 29 quarters since. The position peaked at $145K in Q4 2025. 289 funds tracked by Wall St. Rank hold WIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 60,687 shares of Wipro worth $129K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,754 Wipro shares in Q1 2026, an estimated $23.8K.
  • Wipro made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3064 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wipro in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Wipro position peaked at $145K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Wipro as of Q1 2026.

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