Carson Wealth (CWM LLC)
YSG

Carson Wealth (CWM LLC)’s Yatsen Holding YSG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YSG Stock Details YSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$376 Sell
122
-25,014
-100% -$101K ﹤0.01% 5479
2025
Q4 		$98K Buy
+25,136
New +$160K ﹤0.01% 3086

Other funds holding YSG

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMI
Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Yatsen Holding (YSG) stake by 100% in Q1 2026, selling an estimated $101K and leaving 122 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #5479.

Carson Wealth (CWM LLC) first reported a position in YSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $98K in Q4 2025. 48 funds tracked by Wall St. Rank hold YSG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 122 shares of Yatsen Holding worth $376 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 25,014 Yatsen Holding shares in Q1 2026, an estimated $101K.
  • Yatsen Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5479 holding.
  • Carson Wealth (CWM LLC) first reported a position in Yatsen Holding in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Yatsen Holding position peaked at $98K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Yatsen Holding as of Q1 2026.

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