Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Astec Industries ASTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$358K Sell
6,653
-148
-2% -$7.94K ﹤0.01% 2268
2025
Q4 		$295K Sell
6,801
-648
-9% -$29.6K ﹤0.01% 2270
2025
Q3 		$359K Buy
7,449
+1,055
+16% +$46.1K ﹤0.01% 1987
2025
Q2 		$267K Buy
6,394
+3,911
+158% +$149K ﹤0.01% 1944
2025
Q1 		$86K Buy
2,483
+1,802
+265% +$61.9K ﹤0.01% 2544
2024
Q4 		$23K Buy
681
+46
+7% +$1.59K ﹤0.01% 3335
2024
Q3 		$20K Buy
635
+21
+3% +$675 ﹤0.01% 3339
2024
Q2 		$18K Buy
614
+100
+19% +$3.59K ﹤0.01% 3162
2024
Q1 		$22K Buy
514
+14
+3% +$522 ﹤0.01% 2814
2023
Q4 		$19K Sell
500
-44,432
-99% -$1.64M ﹤0.01% 2791
2023
Q3 		$2.12M Sell
44,932
-15,000
-25% -$741K 0.01% 532
2023
Q2 		$2.72M Sell
59,932
-11,112
-16% -$458K 0.02% 462
2023
Q1 		$2.93M Buy
71,044
+24,642
+53% +$1.04M 0.02% 421
2022
Q4 		$1.89M Buy
46,402
+7
+0% +$283 0.01% 462
2022
Q3 		$1.45M Buy
46,395
+5,372
+13% +$218K 0.01% 462
2022
Q2 		$1.67M Buy
41,023
+2,680
+7% +$114K 0.01% 430
2022
Q1 		$1.65M Buy
38,343
+12,739
+50% +$708K 0.01% 441
2021
Q4 		$1.77M Buy
+25,604
New +$1.6M 0.01% 457
2021
Q2 		$1.29M Hold
20,432
– – 0.01% 525
2021
Q1 		$1.29M Hold
20,432
– – 0.01% 525
2020
Q4 		$1.29M Hold
20,432
– – 0.01% 525
2020
Q3 		$1.29M Hold
20,432
– – 0.01% 525
2020
Q2 		$1.29M Hold
20,432
– – 0.01% 525
2020
Q1 		$1.29M Hold
20,432
– – 0.01% 525
2019
Q4 		$1.29M Hold
20,432
– – 0.01% 525
2019
Q3 		$1.29M Hold
20,432
– – 0.01% 525
2019
Q2 		$1.29M Hold
20,432
– – 0.01% 525
2019
Q1 		$1.29M Buy
+20,432
New +$764K 0.01% 525

Other funds holding ASTE

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Astec Industries (ASTE) stake by 2.2% in Q1 2026, selling an estimated $7.94K and leaving 6,653 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Carson Wealth (CWM LLC) first reported a position in ASTE in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.93M in Q1 2023. 247 funds tracked by Wall St. Rank hold ASTE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,653 shares of Astec Industries worth $358K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 148 Astec Industries shares in Q1 2026, an estimated $7.94K.
  • Astec Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2268 holding.
  • Carson Wealth (CWM LLC) first reported a position in Astec Industries in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Astec Industries position peaked at $2.93M in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Astec Industries as of Q1 2026.

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