Carson Wealth (CWM LLC)
ALOY

Carson Wealth (CWM LLC)’s REalloys Inc ALOY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALOY Stock Details ALOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81K Buy
186
+72
+63% +$921 ﹤0.01% 5302
2025
Q4 		$1K Buy
+114
New +$943 ﹤0.01% 5174

Other funds holding ALOY

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its REalloys Inc (ALOY) stake by 63% in Q1 2026, buying an estimated $921 and bringing the position to 186 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #5302.

Carson Wealth (CWM LLC) first reported a position in ALOY in Q4 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold ALOY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 186 shares of REalloys Inc worth $1.81K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 72 REalloys Inc shares in Q1 2026, an estimated $921.
  • REalloys Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5302 holding.
  • Carson Wealth (CWM LLC) first reported a position in REalloys Inc in Q4 2025 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held REalloys Inc as of Q1 2026.

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