Carson Wealth (CWM LLC)
ANDE icon

Carson Wealth (CWM LLC)’s Andersons Inc ANDE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Buy
2,966
+43
+1% +$2.76K ﹤0.01% 2693
2025
Q4 		$155K Sell
2,923
-9,227
-76% -$451K ﹤0.01% 2758
2025
Q3 		$484K Sell
12,150
-9,964
-45% -$384K ﹤0.01% 1825
2025
Q2 		$813K Buy
22,114
+103
+0.5% +$3.77K ﹤0.01% 1357
2025
Q1 		$945K Buy
22,011
+10
+0% +$425 ﹤0.01% 1157
2024
Q4 		$891K Buy
22,001
+2,215
+11% +$103K ﹤0.01% 1144
2024
Q3 		$992K Hold
19,786
– – ﹤0.01% 1038
2024
Q2 		$981K Buy
19,786
+171
+0.9% +$9.14K ﹤0.01% 899
2024
Q1 		$1.13M Buy
19,615
+4
+0% +$215 0.01% 809
2023
Q4 		$1.13M Buy
19,611
+19,385
+8,577% +$1.01M 0.01% 754
2023
Q3 		$12K Hold
226
– – ﹤0.01% 3022
2023
Q2 		$10K Buy
226
+4
+2% +$167 ﹤0.01% 3051
2023
Q1 		$9K Sell
222
-7
-3% -$277 ﹤0.01% 2983
2022
Q4 		$8K Buy
229
+10
+5% +$355 ﹤0.01% 2902
2022
Q3 		$7K Buy
219
+170
+347% +$5.91K ﹤0.01% 2877
2022
Q2 		$2K Buy
+49
New +$2.08K ﹤0.01% 3296

Other funds holding ANDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Andersons Inc (ANDE) stake by 1.5% in Q1 2026, buying an estimated $2.76K and bringing the position to 2,966 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

Carson Wealth (CWM LLC) first reported a position in ANDE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.13M in Q4 2023. 288 funds tracked by Wall St. Rank hold ANDE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,966 shares of Andersons Inc worth $213K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 43 Andersons Inc shares in Q1 2026, an estimated $2.76K.
  • Andersons Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2693 holding.
  • Carson Wealth (CWM LLC) first reported a position in Andersons Inc in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Andersons Inc position peaked at $1.13M in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Andersons Inc as of Q1 2026.

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