Carson Wealth (CWM LLC)
AMG icon

Carson Wealth (CWM LLC)’s Affiliated Managers Group AMG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Sell
4,130
-808
-16% -$243K ﹤0.01% 1461
2025
Q4 		$1.42M Sell
4,938
-1,052
-18% -$272K ﹤0.01% 1313
2025
Q3 		$1.43M Sell
5,990
-496
-8% -$109K ﹤0.01% 1237
2025
Q2 		$1.28M Sell
6,486
-237
-4% -$41.1K ﹤0.01% 1138
2025
Q1 		$1.13M Sell
6,723
-454
-6% -$79.1K ﹤0.01% 1064
2024
Q4 		$1.33M Sell
7,177
-145
-2% -$27.1K 0.01% 944
2024
Q3 		$1.3M Buy
7,322
+4,602
+169% +$782K 0.01% 886
2024
Q2 		$425K Buy
2,720
+220
+9% +$35K ﹤0.01% 1258
2024
Q1 		$419K Buy
2,500
+48
+2% +$7.46K ﹤0.01% 1197
2023
Q4 		$371K Sell
2,452
-161
-6% -$21.6K ﹤0.01% 1176
2023
Q3 		$341K Buy
2,613
+180
+7% +$25.2K ﹤0.01% 1111
2023
Q2 		$365K Sell
2,433
-19
-0.8% -$2.72K ﹤0.01% 1049
2023
Q1 		$349K Sell
2,452
-35
-1% -$5.53K ﹤0.01% 1008
2022
Q4 		$394K Buy
2,487
+30
+1% +$4.24K ﹤0.01% 882
2022
Q3 		$275K Buy
2,457
+173
+8% +$21.7K ﹤0.01% 935
2022
Q2 		$266K Buy
2,284
+375
+20% +$48.3K ﹤0.01% 934
2022
Q1 		$269K Buy
1,909
+881
+86% +$127K ﹤0.01% 926
2021
Q4 		$169K Buy
+1,028
New +$172K ﹤0.01% 1093
2021
Q2 		$28K Hold
183
– – ﹤0.01% 1635
2021
Q1 		$28K Hold
183
– – ﹤0.01% 1635
2020
Q4 		$28K Hold
183
– – ﹤0.01% 1635
2020
Q3 		$28K Hold
183
– – ﹤0.01% 1635
2020
Q2 		$28K Hold
183
– – ﹤0.01% 1635
2020
Q1 		$28K Hold
183
– – ﹤0.01% 1635
2019
Q4 		$28K Hold
183
– – ﹤0.01% 1635
2019
Q3 		$28K Hold
183
– – ﹤0.01% 1635
2019
Q2 		$28K Hold
183
– – ﹤0.01% 1635
2019
Q1 		$28K Buy
183
+137
+298% +$14.6K ﹤0.01% 1635
2018
Q4 		$4K Sell
46
-149
-76% -$16.8K ﹤0.01% 1577
2018
Q3 		$27K Buy
195
+5
+3% +$738 ﹤0.01% 882
2018
Q2 		$28K Buy
190
+47
+33% +$7.75K ﹤0.01% 767
2018
Q1 		$27K Buy
143
+18
+14% +$3.51K ﹤0.01% 654
2017
Q4 		$26K Sell
125
-20
-14% -$3.88K ﹤0.01% 649
2017
Q3 		$28K Buy
145
+125
+625% +$22.2K ﹤0.01% 636
2017
Q2 		$3K Hold
20
– – ﹤0.01% 943
2017
Q1 		$3K Sell
20
-113
-85% -$17.9K ﹤0.01% 925
2016
Q4 		$19K Buy
133
+49
+58% +$7.12K ﹤0.01% 587
2016
Q3 		$12K Buy
84
+57
+211% +$8.16K ﹤0.01% 650
2016
Q2 		$4K Sell
27
-80
-75% -$13.1K ﹤0.01% 648
2016
Q1 		$17K Sell
107
-967
-90% -$135K ﹤0.01% 461
2015
Q4 		$172K Buy
+1,074
New +$185K 0.02% 236
2014
Q1 		– Sell
-42
Closed -$9K – 158
2013
Q4 		$9K Sell
42
-3
-7% -$599 ﹤0.01% 456
2013
Q3 		$8K Buy
+45
New +$7.99K ﹤0.01% 335

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
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

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

Carson Wealth (CWM LLC) reduced its Affiliated Managers Group (AMG) stake by 16% in Q1 2026, selling an estimated $243K and leaving 4,130 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Carson Wealth (CWM LLC) first reported a position in AMG in Q3 2013 and has held it in 43 quarters since. The position peaked at $1.43M in Q3 2025. 545 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,130 shares of Affiliated Managers Group worth $1.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 808 Affiliated Managers Group shares in Q1 2026, an estimated $243K.
  • Affiliated Managers Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1461 holding.
  • Carson Wealth (CWM LLC) first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Affiliated Managers Group position peaked at $1.43M in Q3 2025.
  • 545 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

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