Carson Wealth (CWM LLC)
WK icon

Carson Wealth (CWM LLC)’s Workiva WK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$611K Sell
10,243
-22,528
-69% -$1.57M ﹤0.01% 1873
2025
Q4 		$2.83M Buy
32,771
+17,423
+114% +$1.54M 0.01% 1011
2025
Q3 		$1.32M Buy
15,348
+6,105
+66% +$459K ﹤0.01% 1263
2025
Q2 		$633K Buy
9,243
+1,077
+13% +$74.1K ﹤0.01% 1492
2025
Q1 		$620K Buy
8,166
+1,754
+27% +$166K ﹤0.01% 1374
2024
Q4 		$702K Buy
6,412
+117
+2% +$10.8K ﹤0.01% 1252
2024
Q3 		$498K Sell
6,295
-11
-0.2% -$826 ﹤0.01% 1315
2024
Q2 		$460K Buy
6,306
+259
+4% +$20.4K ﹤0.01% 1224
2024
Q1 		$513K Buy
6,047
+4
+0.1% +$360 ﹤0.01% 1129
2023
Q4 		$614K Sell
6,043
-1,143
-16% -$110K ﹤0.01% 988
2023
Q3 		$728K Sell
7,186
-11
-0.2% -$1.14K ﹤0.01% 856
2023
Q2 		$732K Hold
7,197
– – ﹤0.01% 819
2023
Q1 		$737K Sell
7,197
-22
-0.3% -$1.99K 0.01% 762
2022
Q4 		$606K Buy
7,219
+125
+2% +$9.69K ﹤0.01% 748
2022
Q3 		$552K Sell
7,094
-196
-3% -$13.4K ﹤0.01% 718
2022
Q2 		$481K Buy
7,290
+112
+2% +$9.32K ﹤0.01% 747
2022
Q1 		$847K Buy
7,178
+90
+1% +$9.95K 0.01% 603
2021
Q4 		$925K Buy
+7,088
New +$1,000K 0.01% 592
2021
Q2 		$787K Hold
7,065
– – 0.01% 603
2021
Q1 		$787K Hold
7,065
– – 0.01% 603
2020
Q4 		$787K Hold
7,065
– – 0.01% 603
2020
Q3 		$787K Hold
7,065
– – 0.01% 603
2020
Q2 		$787K Hold
7,065
– – 0.01% 603
2020
Q1 		$787K Hold
7,065
– – 0.01% 603
2019
Q4 		$787K Hold
7,065
– – 0.01% 603
2019
Q3 		$787K Hold
7,065
– – 0.01% 603
2019
Q2 		$787K Hold
7,065
– – 0.01% 603
2019
Q1 		$787K Buy
+7,065
New +$311K 0.01% 603

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Workiva (WK) stake by 69% in Q1 2026, selling an estimated $1.57M and leaving 10,243 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Carson Wealth (CWM LLC) first reported a position in WK in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.83M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,243 shares of Workiva worth $611K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 22,528 Workiva shares in Q1 2026, an estimated $1.57M.
  • Workiva made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1873 holding.
  • Carson Wealth (CWM LLC) first reported a position in Workiva in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Workiva position peaked at $2.83M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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