Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Acme United Corp ACU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACU Stock Details ACU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8K Hold
40
– – ﹤0.01% 5304
2025
Q4 		$2K Sell
40
-42
-51% -$1.62K ﹤0.01% 5047
2025
Q3 		$3K Buy
+82
New +$3.45K ﹤0.01% 4875
2022
Q2 		– Sell
-79
Closed -$3K – 3742
2022
Q1 		$3K Hold
79
– – ﹤0.01% 2993
2021
Q4 		$3K Buy
+79
New +$2.75K ﹤0.01% 2931
2021
Q2 		$14K Hold
305
– – ﹤0.01% 1950
2021
Q1 		$14K Hold
305
– – ﹤0.01% 1950
2020
Q4 		$14K Hold
305
– – ﹤0.01% 1950
2020
Q3 		$14K Hold
305
– – ﹤0.01% 1950
2020
Q2 		$14K Hold
305
– – ﹤0.01% 1950
2020
Q1 		$14K Hold
305
– – ﹤0.01% 1950
2019
Q4 		$14K Hold
305
– – ﹤0.01% 1950
2019
Q3 		$14K Hold
305
– – ﹤0.01% 1950
2019
Q2 		$14K Hold
305
– – ﹤0.01% 1950
2019
Q1 		$14K Buy
+305
New +$5K ﹤0.01% 1950

Other funds holding ACU

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 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 ACU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Acme United Corp (ACU) position steady in Q1 2026 at 40 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5304.

Carson Wealth (CWM LLC) first reported a position in ACU in Q1 2019 and has held it in 15 quarters since. The position peaked at $14K in Q2 2021. 72 funds tracked by Wall St. Rank hold ACU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40 shares of Acme United Corp worth $1.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Acme United Corp share count unchanged in Q1 2026.
  • Acme United Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5304 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acme United Corp in Q1 2019 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Acme United Corp position peaked at $14K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Acme United Corp as of Q1 2026.

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