Carson Wealth (CWM LLC)
XPEL icon

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

Carson Wealth (CWM LLC)’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1K Buy
296
+74
+33% +$3.54K ﹤0.01% 4670
2025
Q4 		$11K Buy
222
+48
+28% +$2.01K ﹤0.01% 4517
2025
Q3 		$6K Buy
174
+4
+2% +$142 ﹤0.01% 4705
2025
Q2 		$6K Sell
170
-101
-37% -$3.33K ﹤0.01% 4573
2025
Q1 		$8K Sell
271
-167
-38% -$6.26K ﹤0.01% 4246
2024
Q4 		$17K Buy
438
+2
+0.5% +$85 ﹤0.01% 3561
2024
Q3 		$19K Sell
436
-139
-24% -$5.61K ﹤0.01% 3407
2024
Q2 		$20K Buy
575
+200
+53% +$8.62K ﹤0.01% 3127
2024
Q1 		$20K Buy
375
+96
+34% +$5.03K ﹤0.01% 2924
2023
Q4 		$15K Buy
279
+148
+113% +$7.95K ﹤0.01% 2957
2023
Q3 		$10K Hold
131
– – ﹤0.01% 3153
2023
Q2 		$11K Buy
131
+36
+38% +$2.66K ﹤0.01% 3044
2023
Q1 		$6K Buy
95
+16
+20% +$1.13K ﹤0.01% 3246
2022
Q4 		$5K Buy
79
+23
+41% +$1.47K ﹤0.01% 3237
2022
Q3 		$4K Buy
56
+40
+250% +$2.6K ﹤0.01% 3235
2022
Q2 		$1K Buy
16
+10
+167% +$472 ﹤0.01% 3679
2022
Q1 		$0 Buy
+6
New +$371 ﹤0.01% 3907

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its XPEL (XPEL) stake by 33% in Q1 2026, buying an estimated $3.54K and bringing the position to 296 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4670.

Carson Wealth (CWM LLC) first reported a position in XPEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $20K in Q2 2024. 208 funds tracked by Wall St. Rank hold XPEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 296 shares of XPEL worth $13.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 74 XPEL shares in Q1 2026, an estimated $3.54K.
  • XPEL made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4670 holding.
  • Carson Wealth (CWM LLC) first reported a position in XPEL in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s XPEL position peaked at $20K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held XPEL as of Q1 2026.

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