Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Aehr Test Systems AEHR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AEHR Stock Details AEHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$210K Sell
5,656
-233
-4% -$7.45K ﹤0.01% 2704
2025
Q4 		$119K Sell
5,889
-1,350
-19% -$32.7K ﹤0.01% 2934
2025
Q3 		$218K Buy
7,239
+1,177
+19% +$25.5K ﹤0.01% 2372
2025
Q2 		$78K Buy
6,062
+793
+15% +$7.55K ﹤0.01% 2919
2025
Q1 		$38K Sell
5,269
-114,086
-96% -$1.26M ﹤0.01% 3197
2024
Q4 		$1.99M Buy
119,355
+118,781
+20,694% +$1.58M 0.01% 783
2024
Q3 		$7K Buy
574
+97
+20% +$1.4K ﹤0.01% 3917
2024
Q2 		$5K Sell
477
-129
-21% -$1.5K ﹤0.01% 3833
2024
Q1 		$8K Buy
606
+356
+142% +$5.93K ﹤0.01% 3434
2023
Q4 		$7K Buy
250
+161
+181% +$4.7K ﹤0.01% 3324
2023
Q3 		$4K Buy
+89
New +$4.13K ﹤0.01% 3520

Other funds holding AEHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 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 AEHR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Aehr Test Systems (AEHR) stake by 4% in Q1 2026, selling an estimated $7.45K and leaving 5,656 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Carson Wealth (CWM LLC) first reported a position in AEHR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q4 2024. 191 funds tracked by Wall St. Rank hold AEHR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,656 shares of Aehr Test Systems worth $210K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 233 Aehr Test Systems shares in Q1 2026, an estimated $7.45K.
  • Aehr Test Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2704 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aehr Test Systems in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Aehr Test Systems position peaked at $1.99M in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Aehr Test Systems as of Q1 2026.

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