Carson Wealth (CWM LLC)
XP icon

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

Carson Wealth (CWM LLC)’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$350K Buy
18,381
+4,042
+28% +$78.1K ﹤0.01% 2282
2025
Q4 		$235K Sell
14,339
-2,243
-14% -$39.5K ﹤0.01% 2436
2025
Q3 		$312K Buy
16,582
+2,859
+21% +$51.3K ﹤0.01% 2098
2025
Q2 		$277K Buy
13,723
+5,557
+68% +$96K ﹤0.01% 1926
2025
Q1 		$112K Buy
8,166
+5,315
+186% +$73.2K ﹤0.01% 2349
2024
Q4 		$34K Buy
2,851
+1,683
+144% +$26.5K ﹤0.01% 3091
2024
Q3 		$21K Buy
1,168
+1,021
+695% +$18.6K ﹤0.01% 3335
2024
Q2 		$3K Sell
147
-1
-0.7% -$21 ﹤0.01% 4139
2024
Q1 		$4K Buy
148
+40
+37% +$1K ﹤0.01% 3802
2023
Q4 		$3K Buy
108
+37
+52% +$844 ﹤0.01% 3752
2023
Q3 		$2K Buy
71
+61
+610% +$1.53K ﹤0.01% 3876
2023
Q2 		$0 Hold
10
– – ﹤0.01% 4487
2023
Q1 		$0 Hold
10
– – ﹤0.01% 4370
2022
Q4 		$0 Sell
10
-207
-95% -$3.62K ﹤0.01% 4282
2022
Q3 		$4K Buy
217
+207
+2,070% +$4.11K ﹤0.01% 3234
2022
Q2 		$0 Buy
+10
New +$230 ﹤0.01% 4128

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its XP (XP) stake by 28% in Q1 2026, buying an estimated $78.1K and bringing the position to 18,381 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Carson Wealth (CWM LLC) first reported a position in XP in Q2 2022 and has held it in 16 quarters since. 358 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,381 shares of XP worth $350K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,042 XP shares in Q1 2026, an estimated $78.1K.
  • XP made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2282 holding.
  • Carson Wealth (CWM LLC) first reported a position in XP in Q2 2022 and has held it in 16 quarters since.
  • 358 funds tracked by Wall St. Rank held XP as of Q1 2026.

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