Carson Wealth (CWM LLC)
WRAP icon

Carson Wealth (CWM LLC)’s Wrap Technologies WRAP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WRAP Stock Details WRAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$462 Hold
300
– – ﹤0.01% 5468
2025
Q4 		$1K Hold
300
– – ﹤0.01% 5306
2025
Q3 		$1K Hold
300
– – ﹤0.01% 5212
2025
Q2 		$0 Hold
300
– – ﹤0.01% 5332
2025
Q1 		$1K Buy
+300
New +$621 ﹤0.01% 5015

Other funds holding WRAP

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Wrap Technologies (WRAP) position steady in Q1 2026 at 300 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #5468.

Carson Wealth (CWM LLC) first reported a position in WRAP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1K in Q4 2025. 60 funds tracked by Wall St. Rank hold WRAP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 300 shares of Wrap Technologies worth $462 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Wrap Technologies share count unchanged in Q1 2026.
  • Wrap Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5468 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wrap Technologies in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Wrap Technologies position peaked at $1K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Wrap Technologies as of Q1 2026.

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