Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alignment Healthcare ALHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALHC Stock Details ALHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$746K Buy
42,353
+311
+0.7% +$6.25K ﹤0.01% 1731
2025
Q4 		$830K Buy
42,042
+2,531
+6% +$45.5K ﹤0.01% 1609
2025
Q3 		$689K Buy
39,511
+30,711
+349% +$455K ﹤0.01% 1619
2025
Q2 		$123K Sell
8,800
-1,753
-17% -$28.2K ﹤0.01% 2545
2025
Q1 		$196K Buy
10,553
+6,112
+138% +$91.1K ﹤0.01% 1931
2024
Q4 		$50K Buy
4,441
+1,056
+31% +$12.3K ﹤0.01% 2794
2024
Q3 		$40K Buy
3,385
+2,142
+172% +$20.3K ﹤0.01% 2859
2024
Q2 		$10K Buy
1,243
+1,098
+757% +$7.17K ﹤0.01% 3517
2024
Q1 		$1K Sell
145
-76
-34% -$486 ﹤0.01% 4061
2023
Q4 		$2K Buy
221
+97
+78% +$709 ﹤0.01% 3771
2023
Q3 		$1K Buy
124
+42
+51% +$253 ﹤0.01% 3908
2023
Q2 		$0 Sell
82
-595
-88% -$3.85K ﹤0.01% 4148
2023
Q1 		$4K Buy
677
+499
+280% +$4.76K ﹤0.01% 3349
2022
Q4 		$2K Hold
178
– – ﹤0.01% 3495
2022
Q3 		$2K Hold
178
– – ﹤0.01% 3407
2022
Q2 		$2K Sell
178
-2
-1% -$21 ﹤0.01% 3292
2022
Q1 		$2K Buy
180
+173
+2,471% +$1.56K ﹤0.01% 3124
2021
Q4 		$0 Buy
+7
New +$123 ﹤0.01% 3473

Other funds holding ALHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alignment Healthcare (ALHC) stake by 0.74% in Q1 2026, buying an estimated $6.25K and bringing the position to 42,353 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Carson Wealth (CWM LLC) first reported a position in ALHC in Q4 2021 and has held it in 18 quarters since. The position peaked at $830K in Q4 2025. 293 funds tracked by Wall St. Rank hold ALHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,353 shares of Alignment Healthcare worth $746K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 311 Alignment Healthcare shares in Q1 2026, an estimated $6.25K.
  • Alignment Healthcare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1731 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alignment Healthcare in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Alignment Healthcare position peaked at $830K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Alignment Healthcare as of Q1 2026.

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