Carson Wealth (CWM LLC)
BDC icon

Carson Wealth (CWM LLC)’s Belden BDC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Sell
892
-148
-14% -$18.6K ﹤0.01% 3247
2025
Q4 		$121K Sell
1,040
-145
-12% -$16.9K ﹤0.01% 2922
2025
Q3 		$143K Buy
1,185
+263
+29% +$33.1K ﹤0.01% 2701
2025
Q2 		$107K Buy
922
+420
+84% +$44.2K ﹤0.01% 2650
2025
Q1 		$50K Buy
502
+47
+10% +$5.21K ﹤0.01% 2986
2024
Q4 		$51K Sell
455
-2
-0.4% -$239 ﹤0.01% 2778
2024
Q3 		$54K Buy
457
+160
+54% +$16K ﹤0.01% 2627
2024
Q2 		$28K Buy
297
+54
+22% +$4.91K ﹤0.01% 2881
2024
Q1 		$23K Buy
243
+10
+4% +$815 ﹤0.01% 2793
2023
Q4 		$18K Buy
233
+102
+78% +$7.58K ﹤0.01% 2821
2023
Q3 		$13K Sell
131
-163
-55% -$15.2K ﹤0.01% 2960
2023
Q2 		$28K Sell
294
-114
-28% -$9.77K ﹤0.01% 2406
2023
Q1 		$35K Buy
408
+123
+43% +$10.2K ﹤0.01% 2105
2022
Q4 		$20K Buy
285
+117
+70% +$8.49K ﹤0.01% 2352
2022
Q3 		$10K Buy
168
+163
+3,260% +$10.4K ﹤0.01% 2658
2022
Q2 		$0 Buy
+5
New +$268 ﹤0.01% 3778
2018
Q1 		– Sell
-20
Closed -$2K – 1409
2017
Q4 		$2K Hold
20
– – ﹤0.01% 1255
2017
Q3 		$2K Hold
20
– – ﹤0.01% 1265
2017
Q2 		$2K Hold
20
– – ﹤0.01% 991
2017
Q1 		$1K Hold
20
– – ﹤0.01% 1038
2016
Q4 		$1K Hold
20
– – ﹤0.01% 1035
2016
Q3 		$1K Buy
+20
New +$1.39K ﹤0.01% 942

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Belden (BDC) stake by 14% in Q1 2026, selling an estimated $18.6K and leaving 892 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Carson Wealth (CWM LLC) first reported a position in BDC in Q3 2016 and has held it in 22 quarters since. The position peaked at $143K in Q3 2025. 384 funds tracked by Wall St. Rank hold BDC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 892 shares of Belden worth $102K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 148 Belden shares in Q1 2026, an estimated $18.6K.
  • Belden made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3247 holding.
  • Carson Wealth (CWM LLC) first reported a position in Belden in Q3 2016 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Belden position peaked at $143K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Belden as of Q1 2026.

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