Carson Wealth (CWM LLC)
XPER icon

Carson Wealth (CWM LLC)’s Xperi XPER Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112K Buy
20,076
+13,598
+210% +$78.7K ﹤0.01% 3160
2025
Q4 		$38K Sell
6,478
-777
-11% -$4.87K ﹤0.01% 3808
2025
Q3 		$47K Buy
7,255
+6,016
+486% +$39.7K ﹤0.01% 3590
2025
Q2 		$10K Buy
1,239
+273
+28% +$2.06K ﹤0.01% 4321
2025
Q1 		$7K Buy
966
+722
+296% +$6.31K ﹤0.01% 4326
2024
Q4 		$3K Buy
244
+27
+12% +$252 ﹤0.01% 4471
2024
Q3 		$2K Buy
217
+85
+64% +$699 ﹤0.01% 4481
2024
Q2 		$1K Buy
132
+52
+65% +$492 ﹤0.01% 4521
2024
Q1 		$1K Buy
+80
New +$880 ﹤0.01% 4245
2023
Q4 		– Sell
-331
Closed -$3K – 4562
2023
Q3 		$3K Hold
331
– – ﹤0.01% 3722
2023
Q2 		$4K Buy
331
+4
+1% +$43 ﹤0.01% 3577
2023
Q1 		$4K Buy
327
+304
+1,322% +$3.17K ﹤0.01% 3440
2022
Q4 		$0 Buy
+23
New +$263 ﹤0.01% 4283

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
I
Immersion Aventura, Florida $179M AUM 2.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Xperi (XPER) stake by 210% in Q1 2026, buying an estimated $78.7K and bringing the position to 20,076 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Carson Wealth (CWM LLC) first reported a position in XPER in Q4 2022 and has held it in 13 quarters since. 141 funds tracked by Wall St. Rank hold XPER as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,076 shares of Xperi worth $112K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,598 Xperi shares in Q1 2026, an estimated $78.7K.
  • Xperi made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3160 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xperi in Q4 2022 and has held it in 13 quarters since.
  • 141 funds tracked by Wall St. Rank held Xperi as of Q1 2026.

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