Carson Wealth (CWM LLC)
ACH

Carson Wealth (CWM LLC)’s Accendra Health ACH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.2K Buy
13,248
+2,864
+28% +$6.59K ﹤0.01% 4164
2025
Q4 		$29K Sell
10,384
-981
-9% -$3.51K ﹤0.01% 3973
2025
Q3 		$55K Sell
11,365
-12,146
-52% -$77.3K ﹤0.01% 3450
2025
Q2 		$214K Buy
23,511
+5,614
+31% +$41.4K ﹤0.01% 2123
2025
Q1 		$162K Buy
17,897
+6,052
+51% +$63.9K ﹤0.01% 2064
2024
Q4 		$155K Sell
11,845
-70
-0.6% -$933 ﹤0.01% 1995
2024
Q3 		$187K Sell
11,915
-624
-5% -$9.45K ﹤0.01% 1790
2024
Q2 		$169K Buy
12,539
+514
+4% +$10.5K ﹤0.01% 1677
2024
Q1 		$333K Sell
12,025
-3,598
-23% -$79.9K ﹤0.01% 1291
2023
Q4 		$301K Sell
15,623
-84
-0.5% -$1.52K ﹤0.01% 1247
2023
Q3 		$254K Buy
15,707
+952
+6% +$16.9K ﹤0.01% 1215
2023
Q2 		$281K Sell
14,755
-510
-3% -$9.1K ﹤0.01% 1137
2023
Q1 		$222K Buy
15,265
+724
+5% +$13K ﹤0.01% 1159
2022
Q4 		$284K Buy
14,541
+791
+6% +$15.4K ﹤0.01% 973
2022
Q3 		$331K Buy
13,750
+13,057
+1,884% +$402K ﹤0.01% 878
2022
Q2 		$22K Sell
693
-161
-19% -$5.83K ﹤0.01% 2055
2022
Q1 		$38K Buy
854
+137
+19% +$5.88K ﹤0.01% 1732
2021
Q4 		$31K Buy
+717
New +$28.1K ﹤0.01% 1771
2021
Q2 		$33K Hold
786
– – ﹤0.01% 1573
2021
Q1 		$33K Hold
786
– – ﹤0.01% 1573
2020
Q4 		$33K Hold
786
– – ﹤0.01% 1573
2020
Q3 		$33K Hold
786
– – ﹤0.01% 1573
2020
Q2 		$33K Hold
786
– – ﹤0.01% 1573
2020
Q1 		$33K Hold
786
– – ﹤0.01% 1573
2019
Q4 		$33K Hold
786
– – ﹤0.01% 1573
2019
Q3 		$33K Hold
786
– – ﹤0.01% 1573
2019
Q2 		$33K Hold
786
– – ﹤0.01% 1573
2019
Q1 		$33K Sell
786
-6,789
-90% -$42.9K ﹤0.01% 1573
2018
Q4 		$48K Sell
7,575
-766,176
-99% -$7.95M ﹤0.01% 889
2018
Q3 		$12.8M Sell
773,751
-22,912
-3% -$389K 0.33% 80
2018
Q2 		$13.3M Sell
796,663
-50,744
-6% -$821K 0.44% 64
2018
Q1 		$13.2M Buy
847,407
+845,885
+55,577% +$15.1M 0.52% 53
2017
Q4 		$29K Sell
1,522
-815,221
-100% -$18.1M ﹤0.01% 628
2017
Q3 		$23.8M Sell
816,743
-25,138
-3% -$742K 1.13% 27
2017
Q2 		$27.1M Buy
841,881
+132,546
+19% +$4.35M 1.39% 19
2017
Q1 		$24.5M Buy
709,335
+95,023
+15% +$3.39M 1.39% 16
2016
Q4 		$21.7M Buy
614,312
+76,884
+14% +$2.6M 1.33% 20
2016
Q3 		$18.7M Buy
537,428
+93,941
+21% +$3.29M 1.29% 22
2016
Q2 		$16.6M Buy
+443,487
New +$16.7M 1.21% 18

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 ACH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Accendra Health (ACH) stake by 28% in Q1 2026, buying an estimated $6.59K and bringing the position to 13,248 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4164.

Carson Wealth (CWM LLC) first reported a position in ACH in Q2 2016 and has held it in 39 quarters since. The position peaked at $27.1M in Q2 2017. 142 funds tracked by Wall St. Rank hold ACH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,248 shares of Accendra Health worth $30.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,864 Accendra Health shares in Q1 2026, an estimated $6.59K.
  • Accendra Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4164 holding.
  • Carson Wealth (CWM LLC) first reported a position in Accendra Health in Q2 2016 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s Accendra Health position peaked at $27.1M in Q2 2017.
  • 142 funds tracked by Wall St. Rank held Accendra Health as of Q1 2026.

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