Carson Wealth (CWM LLC)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.28M | Buy |
32,512
+24,635
| +313% | +$4.68M | 0.01% | 796 |
|
|
2025
Q4 | $1.76M | Sell |
7,877
-530
| -6% | -$121K | ﹤0.01% | 1202 |
|
|
2025
Q3 | $2M | Buy |
8,407
+580
| +7% | +$144K | 0.01% | 1094 |
|
|
2025
Q2 | $1.9M | Buy |
7,827
+147
| +2% | +$34.9K | 0.01% | 971 |
|
|
2025
Q1 | $1.86M | Buy |
7,680
+216
| +3% | +$50.8K | 0.01% | 852 |
|
|
2024
Q4 | $1.69M | Buy |
7,464
+192
| +3% | +$43K | 0.01% | 847 |
|
|
2024
Q3 | $1.56M | Buy |
7,272
+231
| +3% | +$48.3K | 0.01% | 811 |
|
|
2024
Q2 | $1.39M | Buy |
7,041
+522
| +8% | +$104K | 0.01% | 755 |
|
|
2024
Q1 | $1.33M | Buy |
6,519
+871
| +15% | +$176K | 0.01% | 744 |
|
|
2023
Q4 | $1.16M | Buy |
5,648
+431
| +8% | +$79.5K | 0.01% | 742 |
|
|
2023
Q3 | $934K | Buy |
5,217
+316
| +6% | +$56K | 0.01% | 785 |
|
|
2023
Q2 | $812K | Buy |
4,901
+1,421
| +41% | +$215K | 0.01% | 784 |
|
|
2023
Q1 | $510K | Buy |
3,480
+224
| +7% | +$32.1K | ﹤0.01% | 888 |
|
|
2022
Q4 | $437K | Buy |
3,256
+63
| +2% | +$8.95K | ﹤0.01% | 853 |
|
|
2022
Q3 | $461K | Buy |
3,193
+409
| +15% | +$66.4K | ﹤0.01% | 772 |
|
|
2022
Q2 | $397K | Buy |
2,784
+166
| +6% | +$24.1K | ﹤0.01% | 800 |
|
|
2022
Q1 | $408K | Buy |
2,618
+557
| +27% | +$85.5K | ﹤0.01% | 784 |
|
|
2021
Q4 | $377K | Buy |
+2,061
| New | +$362K | ﹤0.01% | 805 |
|
|
2021
Q2 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2021
Q1 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2020
Q4 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2020
Q3 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2020
Q2 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2020
Q1 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2019
Q4 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2019
Q3 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2019
Q2 | $263K | Hold |
1,626
| – | – | ﹤0.01% | 816 |
|
|
2019
Q1 | $263K | Buy |
1,626
+884
| +119% | +$88.7K | ﹤0.01% | 816 |
|
|
2018
Q4 | $71K | Buy |
742
+49
| +7% | +$5.31K | ﹤0.01% | 791 |
|
|
2018
Q3 | $91K | Sell |
693
-20
| -3% | -$2.54K | ﹤0.01% | 635 |
|
|
2018
Q2 | $82K | Buy |
713
+20
| +3% | +$2.26K | ﹤0.01% | 550 |
|
|
2018
Q1 | $76K | Hold |
693
| – | – | ﹤0.01% | 487 |
|
|
2017
Q4 | $63K | Buy |
693
+41
| +6% | +$3.58K | ﹤0.01% | 495 |
|
|
2017
Q3 | $53K | Hold |
652
| – | – | ﹤0.01% | 510 |
|
|
2017
Q2 | $49K | Hold |
652
| – | – | ﹤0.01% | 482 |
|
|
2017
Q1 | $44K | Hold |
652
| – | – | ﹤0.01% | 477 |
|
|
2016
Q4 | $43K | Buy |
+652
| New | +$42.4K | ﹤0.01% | 468 |
|
|
2014
Q1 | – | Sell |
-239
| Closed | -$9K | – | 192 |
|
|
2013
Q4 | $9K | Buy |
+239
| New | +$8.63K | ﹤0.01% | 457 |
|
Other funds holding BR
VCM
VPM
Carson Wealth (CWM LLC)'s BR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Broadridge (BR) stake by 313% in Q1 2026, buying an estimated $4.68M and bringing the position to 32,512 shares worth $5.28M. The position accounts for 0.01% of the portfolio, ranked #796.
Carson Wealth (CWM LLC) first reported a position in BR in Q4 2013 and has held it in 38 quarters since. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Carson Wealth (CWM LLC) held 32,512 shares of Broadridge worth $5.28M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 24,635 Broadridge shares in Q1 2026, an estimated $4.68M.
- Broadridge made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #796 holding.
- Carson Wealth (CWM LLC) first reported a position in Broadridge in Q4 2013 and has held it in 38 quarters since.
- 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.