Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Acadia Healthcare ACHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Sell
694
-204
-23% -$3.69K ﹤0.01% 4541
2025
Q4 		$13K Sell
898
-925
-51% -$17.5K ﹤0.01% 4400
2025
Q3 		$45K Sell
1,823
-810
-31% -$18.1K ﹤0.01% 3612
2025
Q2 		$60K Buy
2,633
+1,349
+105% +$32K ﹤0.01% 3124
2025
Q1 		$39K Sell
1,284
-141
-10% -$5.37K ﹤0.01% 3176
2024
Q4 		$57K Buy
1,425
+596
+72% +$26.9K ﹤0.01% 2699
2024
Q3 		$53K Sell
829
-99
-11% -$7.15K ﹤0.01% 2636
2024
Q2 		$63K Buy
928
+42
+5% +$2.93K ﹤0.01% 2297
2024
Q1 		$70K Buy
886
+307
+53% +$25.1K ﹤0.01% 2087
2023
Q4 		$45K Buy
579
+114
+25% +$8.44K ﹤0.01% 2234
2023
Q3 		$33K Sell
465
-2
-0.4% -$149 ﹤0.01% 2331
2023
Q2 		$37K Sell
467
-11
-2% -$795 ﹤0.01% 2198
2023
Q1 		$35K Sell
478
-30
-6% -$2.34K ﹤0.01% 2104
2022
Q4 		$42K Sell
508
-133
-21% -$11K ﹤0.01% 1834
2022
Q3 		$50K Buy
641
+109
+20% +$8.71K ﹤0.01% 1650
2022
Q2 		$36K Buy
532
+12
+2% +$837 ﹤0.01% 1773
2022
Q1 		$34K Sell
520
-22
-4% -$1.28K ﹤0.01% 1785
2021
Q4 		$33K Buy
+542
New +$32.3K ﹤0.01% 1744
2021
Q2 		$25K Hold
400
– – ﹤0.01% 1681
2021
Q1 		$25K Hold
400
– – ﹤0.01% 1681
2020
Q4 		$25K Hold
400
– – ﹤0.01% 1681
2020
Q3 		$25K Hold
400
– – ﹤0.01% 1681
2020
Q2 		$25K Hold
400
– – ﹤0.01% 1681
2020
Q1 		$25K Hold
400
– – ﹤0.01% 1681
2019
Q4 		$25K Hold
400
– – ﹤0.01% 1681
2019
Q3 		$25K Hold
400
– – ﹤0.01% 1681
2019
Q2 		$25K Hold
400
– – ﹤0.01% 1681
2019
Q1 		$25K Buy
+400
New +$11.3K ﹤0.01% 1681
2017
Q4 		– Sell
-52
Closed -$2K – 1440
2017
Q3 		$2K Buy
+52
New +$2.53K ﹤0.01% 1260

Other funds holding ACHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Carson Wealth (CWM LLC) reduced its Acadia Healthcare (ACHC) stake by 23% in Q1 2026, selling an estimated $3.69K and leaving 694 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4541.

Carson Wealth (CWM LLC) first reported a position in ACHC in Q3 2017 and has held it in 29 quarters since. The position peaked at $70K in Q1 2024. 295 funds tracked by Wall St. Rank hold ACHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 694 shares of Acadia Healthcare worth $16.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 204 Acadia Healthcare shares in Q1 2026, an estimated $3.69K.
  • Acadia Healthcare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4541 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acadia Healthcare in Q3 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Acadia Healthcare position peaked at $70K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2026.

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