Carson Wealth (CWM LLC)
ALNT icon

Carson Wealth (CWM LLC)’s Allient ALNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.4K Sell
1,293
-45
-3% -$2.83K ﹤0.01% 3485
2025
Q4 		$72K Buy
1,338
+14
+1% +$732 ﹤0.01% 3323
2025
Q3 		$59K Sell
1,324
-41
-3% -$1.75K ﹤0.01% 3388
2025
Q2 		$50K Sell
1,365
-525
-28% -$14.6K ﹤0.01% 3268
2025
Q1 		$42K Buy
1,890
+969
+105% +$24K ﹤0.01% 3106
2024
Q4 		$22K Buy
921
+416
+82% +$9.18K ﹤0.01% 3363
2024
Q3 		$10K Sell
505
-501
-50% -$11.5K ﹤0.01% 3763
2024
Q2 		$25K Buy
1,006
+894
+798% +$25.6K ﹤0.01% 2958
2024
Q1 		$4K Buy
112
+39
+53% +$1.17K ﹤0.01% 3722
2023
Q4 		$2K Hold
73
– – ﹤0.01% 3772
2023
Q3 		$2K Hold
73
– – ﹤0.01% 3747
2023
Q2 		$3K Hold
73
– – ﹤0.01% 3592
2023
Q1 		$3K Hold
73
– – ﹤0.01% 3461
2022
Q4 		$3K Hold
73
– – ﹤0.01% 3367
2022
Q3 		$2K Hold
73
– – ﹤0.01% 3409
2022
Q2 		$2K Buy
+73
New +$1.79K ﹤0.01% 3293

Other funds holding ALNT

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
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Allient (ALNT) stake by 3.4% in Q1 2026, selling an estimated $2.83K and leaving 1,293 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Carson Wealth (CWM LLC) first reported a position in ALNT in Q2 2022 and has held it in 16 quarters since. 214 funds tracked by Wall St. Rank hold ALNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,293 shares of Allient worth $76.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 45 Allient shares in Q1 2026, an estimated $2.83K.
  • Allient made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3485 holding.
  • Carson Wealth (CWM LLC) first reported a position in Allient in Q2 2022 and has held it in 16 quarters since.
  • 214 funds tracked by Wall St. Rank held Allient as of Q1 2026.

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