Carson Wealth (CWM LLC)
XPOF icon

Carson Wealth (CWM LLC)’s Xponential Fitness XPOF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XPOF Stock Details XPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7K Buy
3,102
+828
+36% +$5.98K ﹤0.01% 4455
2025
Q4 		$19K Sell
2,274
-821
-27% -$5.83K ﹤0.01% 4214
2025
Q3 		$24K Buy
3,095
+2,109
+214% +$19.2K ﹤0.01% 4019
2025
Q2 		$7K Buy
986
+794
+414% +$6.58K ﹤0.01% 4497
2025
Q1 		$2K Sell
192
-880
-82% -$12.3K ﹤0.01% 4833
2024
Q4 		$14K Sell
1,072
-34
-3% -$468 ﹤0.01% 3695
2024
Q3 		$14K Sell
1,106
-149
-12% -$2.19K ﹤0.01% 3604
2024
Q2 		$20K Buy
1,255
+1,251
+31,275% +$15.4K ﹤0.01% 3128
2024
Q1 		$0 Buy
+4
New +$49 ﹤0.01% 4804

Other funds holding XPOF

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Xponential Fitness (XPOF) stake by 36% in Q1 2026, buying an estimated $5.98K and bringing the position to 3,102 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

Carson Wealth (CWM LLC) first reported a position in XPOF in Q1 2024 and has held it in 9 quarters since. The position peaked at $24K in Q3 2025. 113 funds tracked by Wall St. Rank hold XPOF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,102 shares of Xponential Fitness worth $18.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 828 Xponential Fitness shares in Q1 2026, an estimated $5.98K.
  • Xponential Fitness made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4455 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xponential Fitness in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Xponential Fitness position peaked at $24K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Xponential Fitness as of Q1 2026.

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