Carson Wealth (CWM LLC)
ATRO icon

Carson Wealth (CWM LLC)’s Astronics ATRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$812K Buy
14,604
+2
+0% +$121 ﹤0.01% 1672
2025
Q4 		$660K Buy
14,602
+1,077
+8% +$45.2K ﹤0.01% 1753
2025
Q3 		$514K Buy
13,525
+4,955
+58% +$151K ﹤0.01% 1783
2025
Q2 		$239K Buy
8,570
+5,460
+176% +$128K ﹤0.01% 2018
2025
Q1 		$63K Buy
3,110
+2,046
+192% +$34.4K ﹤0.01% 2775
2024
Q4 		$14K Sell
1,064
-1,469
-58% -$21.6K ﹤0.01% 3659
2024
Q3 		$41K Buy
2,533
+1,988
+365% +$33.8K ﹤0.01% 2834
2024
Q2 		$9K Buy
545
+509
+1,414% +$7.9K ﹤0.01% 3587
2024
Q1 		$1K Buy
+36
New +$535 ﹤0.01% 4071
2022
Q3 		– Sell
-74
Closed -$1K – 3896
2022
Q2 		$1K Buy
+74
New +$667 ﹤0.01% 3487

Other funds holding ATRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Astronics (ATRO) stake by 0.01% in Q1 2026, buying an estimated $121 and bringing the position to 14,604 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Carson Wealth (CWM LLC) first reported a position in ATRO in Q2 2022 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold ATRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,604 shares of Astronics worth $812K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2 Astronics shares in Q1 2026, an estimated $121.
  • Astronics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1672 holding.
  • Carson Wealth (CWM LLC) first reported a position in Astronics in Q2 2022 and has held it in 10 quarters since.
  • 292 funds tracked by Wall St. Rank held Astronics as of Q1 2026.

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