Carson Wealth (CWM LLC)
AN icon

Carson Wealth (CWM LLC)’s AutoNation AN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.31M Buy
16,967
+2,204
+15% +$445K 0.01% 986
2025
Q4 		$3.05M Sell
14,763
-4,025
-21% -$837K 0.01% 981
2025
Q3 		$4.11M Buy
18,788
+6,636
+55% +$1.4M 0.01% 797
2025
Q2 		$2.41M Buy
12,152
+6,335
+109% +$1.14M 0.01% 887
2025
Q1 		$942K Buy
5,817
+4,933
+558% +$880K ﹤0.01% 1158
2024
Q4 		$150K Sell
884
-100
-10% -$16.9K ﹤0.01% 2018
2024
Q3 		$176K Sell
984
-71
-7% -$12.2K ﹤0.01% 1823
2024
Q2 		$168K Buy
1,055
+215
+26% +$35.1K ﹤0.01% 1678
2024
Q1 		$139K Buy
840
+657
+359% +$96.7K ﹤0.01% 1689
2023
Q4 		$27K Sell
183
-71
-28% -$9.8K ﹤0.01% 2571
2023
Q3 		$38K Sell
254
-130
-34% -$20.7K ﹤0.01% 2235
2023
Q2 		$63K Sell
384
-12
-3% -$1.67K ﹤0.01% 1824
2023
Q1 		$53K Buy
396
+61
+18% +$7.83K ﹤0.01% 1834
2022
Q4 		$36K Sell
335
-135
-29% -$14.9K ﹤0.01% 1951
2022
Q3 		$48K Buy
470
+11
+2% +$1.29K ﹤0.01% 1673
2022
Q2 		$51K Buy
459
+162
+55% +$18.4K ﹤0.01% 1617
2022
Q1 		$30K Buy
297
+118
+66% +$13K ﹤0.01% 1835
2021
Q4 		$21K Buy
+179
New +$21.5K ﹤0.01% 1959
2021
Q2 		$15K Hold
162
– – ﹤0.01% 1914
2021
Q1 		$15K Hold
162
– – ﹤0.01% 1914
2020
Q4 		$15K Hold
162
– – ﹤0.01% 1914
2020
Q3 		$15K Hold
162
– – ﹤0.01% 1914
2020
Q2 		$15K Hold
162
– – ﹤0.01% 1914
2020
Q1 		$15K Hold
162
– – ﹤0.01% 1914
2019
Q4 		$15K Hold
162
– – ﹤0.01% 1914
2019
Q3 		$15K Hold
162
– – ﹤0.01% 1914
2019
Q2 		$15K Hold
162
– – ﹤0.01% 1914
2019
Q1 		$15K Buy
+162
New +$5.87K ﹤0.01% 1914

Other funds holding AN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 AN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its AutoNation (AN) stake by 15% in Q1 2026, buying an estimated $445K and bringing the position to 16,967 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #986.

Carson Wealth (CWM LLC) first reported a position in AN in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.11M in Q3 2025. 513 funds tracked by Wall St. Rank hold AN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,967 shares of AutoNation worth $3.31M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,204 AutoNation shares in Q1 2026, an estimated $445K.
  • AutoNation made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #986 holding.
  • Carson Wealth (CWM LLC) first reported a position in AutoNation in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s AutoNation position peaked at $4.11M in Q3 2025.
  • 513 funds tracked by Wall St. Rank held AutoNation as of Q1 2026.

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