Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Aviat Networks AVNW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVNW Stock Details AVNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5K Sell
863
-12
-1% -$287 ﹤0.01% 4432
2025
Q4 		$19K Buy
875
+211
+32% +$4.71K ﹤0.01% 4191
2025
Q3 		$15K Buy
664
+150
+29% +$3.45K ﹤0.01% 4256
2025
Q2 		$12K Buy
514
+13
+3% +$262 ﹤0.01% 4190
2025
Q1 		$10K Buy
501
+386
+336% +$7.8K ﹤0.01% 4091
2024
Q4 		$2K Buy
115
+31
+37% +$568 ﹤0.01% 4494
2024
Q3 		$2K Buy
84
+51
+155% +$1.36K ﹤0.01% 4356
2024
Q2 		$1K Sell
33
-148
-82% -$4.7K ﹤0.01% 4311
2024
Q1 		$7K Buy
181
+10
+6% +$335 ﹤0.01% 3488
2023
Q4 		$6K Buy
171
+123
+256% +$3.67K ﹤0.01% 3397
2023
Q3 		$1K Buy
+48
New +$1.52K ﹤0.01% 3923
2023
Q2 		– Sell
-200
Closed -$7K – 4169
2023
Q1 		$7K Hold
200
– – ﹤0.01% 3121
2022
Q4 		$6K Hold
200
– – ﹤0.01% 3051
2022
Q3 		$5K Hold
200
– – ﹤0.01% 3035
2022
Q2 		$5K Hold
200
– – ﹤0.01% 2944
2022
Q1 		$6K Hold
200
– – ﹤0.01% 2725
2021
Q4 		$6K Buy
+200
New +$6.25K ﹤0.01% 2605
2021
Q2 		$7K Sell
200
-200
-50% -$6.97K ﹤0.01% 2231
2021
Q1 		$7K Hold
400
– – ﹤0.01% 2231
2020
Q4 		$7K Hold
400
– – ﹤0.01% 2231
2020
Q3 		$7K Hold
400
– – ﹤0.01% 2230
2020
Q2 		$7K Hold
400
– – ﹤0.01% 2230
2020
Q1 		$7K Hold
400
– – ﹤0.01% 2230
2019
Q4 		$7K Hold
400
– – ﹤0.01% 2230
2019
Q3 		$7K Hold
400
– – ﹤0.01% 2230
2019
Q2 		$7K Hold
400
– – ﹤0.01% 2230
2019
Q1 		$7K Buy
+400
New +$2.81K ﹤0.01% 2230

Other funds holding AVNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Aviat Networks (AVNW) stake by 1.4% in Q1 2026, selling an estimated $287 and leaving 863 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4432.

Carson Wealth (CWM LLC) first reported a position in AVNW in Q1 2019 and has held it in 27 quarters since. 137 funds tracked by Wall St. Rank hold AVNW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 863 shares of Aviat Networks worth $19.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12 Aviat Networks shares in Q1 2026, an estimated $287.
  • Aviat Networks made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4432 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aviat Networks in Q1 2019 and has held it in 27 quarters since.
  • 137 funds tracked by Wall St. Rank held Aviat Networks as of Q1 2026.

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