Carson Wealth (CWM LLC)
BBU

Carson Wealth (CWM LLC)’s Brookfield Business Partners BBU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36
Closed -$1K – 5680
2025
Q4 		$1K Hold
36
– – ﹤0.01% 5170
2025
Q3 		$1K Hold
36
– – ﹤0.01% 5081
2025
Q2 		$1K Sell
36
-4
-10% -$94 ﹤0.01% 4970
2025
Q1 		$1K Buy
40
+4
+11% +$93 ﹤0.01% 4865
2024
Q4 		$1K Hold
36
– – ﹤0.01% 4660
2024
Q3 		$1K Hold
36
– – ﹤0.01% 4517
2024
Q2 		$1K Hold
36
– – ﹤0.01% 4313
2024
Q1 		$1K Hold
36
– – ﹤0.01% 4076
2023
Q4 		$1K Hold
36
– – ﹤0.01% 3898
2023
Q3 		$1K Buy
+36
New +$601 ﹤0.01% 3928

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 36 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BBU in Q3 2023 and held it in 10 quarters. The position peaked at $1K in Q4 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 36 Brookfield Business Partners shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Business Partners in Q3 2023 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Brookfield Business Partners position peaked at $1K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

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