Carson Wealth (CWM LLC)
CCRN

Carson Wealth (CWM LLC)’s Cross Country Healthcare CCRN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCRN Stock Details CCRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.3K Sell
3,015
-198
-6% -$1.77K ﹤0.01% 4204
2025
Q4 		$26K Sell
3,213
-2,328
-42% -$25.4K ﹤0.01% 4013
2025
Q3 		$79K Sell
5,541
-38
-0.7% -$502 ﹤0.01% 3158
2025
Q2 		$73K Sell
5,579
-531
-9% -$7.3K ﹤0.01% 2970
2025
Q1 		$91K Sell
6,110
-326
-5% -$5.6K ﹤0.01% 2495
2024
Q4 		$117K Buy
6,436
+6,193
+2,549% +$83.4K ﹤0.01% 2180
2024
Q3 		$3K Buy
243
+155
+176% +$2.29K ﹤0.01% 4246
2024
Q2 		$1K Buy
88
+12
+16% +$190 ﹤0.01% 4330
2024
Q1 		$1K Buy
76
+72
+1,800% +$1.44K ﹤0.01% 4092
2023
Q4 		$0 Sell
4
-4
-50% -$87 ﹤0.01% 4162
2023
Q3 		$0 Buy
8
+3
+60% +$75 ﹤0.01% 4207
2023
Q2 		$0 Buy
+5
New +$124 ﹤0.01% 4194
2023
Q1 		– Sell
-76
Closed -$2K – 4074
2022
Q4 		$2K Hold
76
– – ﹤0.01% 3513
2022
Q3 		$2K Buy
+76
New +$1.95K ﹤0.01% 3424

Other funds holding CCRN

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Cross Country Healthcare (CCRN) stake by 6.2% in Q1 2026, selling an estimated $1.77K and leaving 3,015 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4204.

Carson Wealth (CWM LLC) first reported a position in CCRN in Q3 2022 and has held it in 14 quarters since. The position peaked at $117K in Q4 2024. 151 funds tracked by Wall St. Rank hold CCRN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,015 shares of Cross Country Healthcare worth $28.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 198 Cross Country Healthcare shares in Q1 2026, an estimated $1.77K.
  • Cross Country Healthcare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4204 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cross Country Healthcare in Q3 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Cross Country Healthcare position peaked at $117K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Cross Country Healthcare as of Q1 2026.

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