Carson Wealth (CWM LLC)
BHC icon

Carson Wealth (CWM LLC)’s Bausch Health BHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.6K Buy
4,000
+2,000
+100% +$12K ﹤0.01% 4362
2025
Q4 		$14K Buy
+2,000
New +$13.2K ﹤0.01% 4352
2025
Q3 		– Sell
-3,500
Closed -$23K – 5267
2025
Q2 		$23K Hold
3,500
– – ﹤0.01% 3814
2025
Q1 		$23K Buy
+3,500
New +$25.1K ﹤0.01% 3553
2024
Q4 		– Sell
-90
Closed -$1K – 4909
2024
Q3 		$1K Hold
90
– – ﹤0.01% 4521
2024
Q2 		$1K Sell
90
-50
-36% -$378 ﹤0.01% 4317
2024
Q1 		$1K Hold
140
– – ﹤0.01% 4080
2023
Q4 		$1K Sell
140
-200
-59% -$1.46K ﹤0.01% 3900
2023
Q3 		$3K Hold
340
– – ﹤0.01% 3634
2023
Q2 		$3K Hold
340
– – ﹤0.01% 3605
2023
Q1 		$3K Sell
340
-40
-11% -$321 ﹤0.01% 3467
2022
Q4 		$2K Hold
380
– – ﹤0.01% 3505
2022
Q3 		$3K Buy
380
+330
+660% +$2.29K ﹤0.01% 3268
2022
Q2 		$0 Sell
50
-302
-86% -$4.22K ﹤0.01% 3782
2022
Q1 		$8K Buy
352
+19
+6% +$464 ﹤0.01% 2592
2021
Q4 		$9K Buy
+333
New +$8.91K ﹤0.01% 2391
2021
Q2 		$4K Hold
152
– – ﹤0.01% 2405
2021
Q1 		$4K Hold
152
– – ﹤0.01% 2405
2020
Q4 		$4K Hold
152
– – ﹤0.01% 2405
2020
Q3 		$4K Hold
152
– – ﹤0.01% 2405
2020
Q2 		$4K Hold
152
– – ﹤0.01% 2405
2020
Q1 		$4K Hold
152
– – ﹤0.01% 2405
2019
Q4 		$4K Hold
152
– – ﹤0.01% 2405
2019
Q3 		$4K Hold
152
– – ﹤0.01% 2405
2019
Q2 		$4K Hold
152
– – ﹤0.01% 2405
2019
Q1 		$4K Buy
+152
New +$3.63K ﹤0.01% 2405
2015
Q4 		– Sell
-68
Closed -$12K – 687
2015
Q3 		$12K Buy
+68
New +$15.9K ﹤0.01% 428

Other funds holding BHC

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bausch Health (BHC) stake by 100% in Q1 2026, buying an estimated $12K and bringing the position to 4,000 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4362.

Carson Wealth (CWM LLC) first reported a position in BHC in Q3 2015 and has held it in 27 quarters since. The position peaked at $23K in Q2 2025. 227 funds tracked by Wall St. Rank hold BHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,000 shares of Bausch Health worth $21.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,000 Bausch Health shares in Q1 2026, an estimated $12K.
  • Bausch Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4362 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bausch Health in Q3 2015 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Bausch Health position peaked at $23K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Bausch Health as of Q1 2026.

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