Carson Wealth (CWM LLC)
ALH

Carson Wealth (CWM LLC)’s Alliance Laundry Holdings ALH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALH Stock Details ALH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.2K Buy
1,262
+967
+328% +$21K ﹤0.01% 4261
2025
Q4 		$6K Buy
+295
New +$7.09K ﹤0.01% 4790

Other funds holding ALH

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Carson Wealth (CWM LLC) increased its Alliance Laundry Holdings (ALH) stake by 328% in Q1 2026, buying an estimated $21K and bringing the position to 1,262 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

Carson Wealth (CWM LLC) first reported a position in ALH in Q4 2025 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold ALH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,262 shares of Alliance Laundry Holdings worth $26.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 967 Alliance Laundry Holdings shares in Q1 2026, an estimated $21K.
  • Alliance Laundry Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4261 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alliance Laundry Holdings in Q4 2025 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Alliance Laundry Holdings as of Q1 2026.

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