Carson Wealth (CWM LLC)
ASC icon

Carson Wealth (CWM LLC)’s Ardmore Shipping ASC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$186K Sell
12,173
-1,179
-9% -$16.2K ﹤0.01% 2796
2025
Q4 		$141K Sell
13,352
-1,546
-10% -$18.4K ﹤0.01% 2827
2025
Q3 		$177K Buy
14,898
+7,163
+93% +$80.3K ﹤0.01% 2538
2025
Q2 		$74K Buy
7,735
+5,897
+321% +$56.8K ﹤0.01% 2958
2025
Q1 		$18K Sell
1,838
-2,111
-53% -$23.1K ﹤0.01% 3737
2024
Q4 		$48K Buy
3,949
+1,319
+50% +$17.9K ﹤0.01% 2829
2024
Q3 		$48K Buy
2,630
+520
+25% +$10K ﹤0.01% 2716
2024
Q2 		$48K Buy
2,110
+888
+73% +$17.5K ﹤0.01% 2497
2024
Q1 		$20K Buy
1,222
+613
+101% +$9.76K ﹤0.01% 2898
2023
Q4 		$9K Buy
609
+262
+76% +$3.54K ﹤0.01% 3221
2023
Q3 		$5K Buy
347
+236
+213% +$3.04K ﹤0.01% 3418
2023
Q2 		$1K Sell
111
-6
-5% -$80 ﹤0.01% 3903
2023
Q1 		$2K Buy
117
+50
+75% +$785 ﹤0.01% 3612
2022
Q4 		$1K Buy
+67
New +$890 ﹤0.01% 3686

Other funds holding ASC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Ardmore Shipping (ASC) stake by 8.8% in Q1 2026, selling an estimated $16.2K and leaving 12,173 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

Carson Wealth (CWM LLC) first reported a position in ASC in Q4 2022 and has held it in 14 quarters since. 192 funds tracked by Wall St. Rank hold ASC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,173 shares of Ardmore Shipping worth $186K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,179 Ardmore Shipping shares in Q1 2026, an estimated $16.2K.
  • Ardmore Shipping made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2796 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ardmore Shipping in Q4 2022 and has held it in 14 quarters since.
  • 192 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2026.

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