Carson Wealth (CWM LLC)’s York Space Systems YSS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YSS Stock Details YSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71K	Buy	+77	New	+$1.87K	﹤0.01%	5315

Other funds holding YSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIP

AE Industrial Partners Boca Raton, Florida $1.37B AUM 48.49% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in York Space Systems (YSS) in Q1 2026: 77 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #5315 among its holdings.

140 funds tracked by Wall St. Rank hold YSS as of Q1 2026.

Carson Wealth (CWM LLC) held 77 shares of York Space Systems worth $1.71K as of Q1 2026.
York Space Systems was a new Carson Wealth (CWM LLC) position in Q1 2026.
York Space Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5315 holding.
140 funds tracked by Wall St. Rank held York Space Systems as of Q1 2026.

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