Carson Wealth (CWM LLC)
WRD

Carson Wealth (CWM LLC)’s WeRide Inc WRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WRD Stock Details WRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,989
Closed -$26K – 5827
2025
Q4 		$26K Buy
2,989
+150
+5% +$1.4K ﹤0.01% 4028
2025
Q3 		$28K Hold
2,839
– – ﹤0.01% 3935
2025
Q2 		$22K Buy
+2,839
New +$25.3K ﹤0.01% 3862

Other funds holding WRD

U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
CUIC
China-UAE Investment Cooperation George Town $45.2M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RB
Robert Bosch Gerlingen Schillerhoehe, Germany $166M AUM 9.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of WeRide Inc (WRD) in Q1 2026, closing a stake of 2,989 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in WRD in Q2 2025 and held it in 3 quarters. The position peaked at $28K in Q3 2025. 108 funds tracked by Wall St. Rank hold WRD as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining WeRide Inc position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,989 WeRide Inc shares in Q1 2026, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in WeRide Inc in Q2 2025 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s WeRide Inc position peaked at $28K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held WeRide Inc as of Q1 2026.

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