Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ceco Environmental CECO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$94.6K Buy
1,587
+1,386
+690% +$89.2K ﹤0.01% 3322
2025
Q4 		$12K Sell
201
-72
-26% -$3.85K ﹤0.01% 4447
2025
Q3 		$14K Buy
273
+50
+22% +$2.12K ﹤0.01% 4297
2025
Q2 		$6K Sell
223
-255
-53% -$6.35K ﹤0.01% 4523
2025
Q1 		$11K Sell
478
-824
-63% -$22K ﹤0.01% 4038
2024
Q4 		$39K Sell
1,302
-1,231
-49% -$35K ﹤0.01% 2967
2024
Q3 		$71K Buy
2,533
+263
+12% +$7.4K ﹤0.01% 2420
2024
Q2 		$65K Buy
2,270
+708
+45% +$17.1K ﹤0.01% 2277
2024
Q1 		$36K Buy
1,562
+296
+23% +$6.1K ﹤0.01% 2513
2023
Q4 		$26K Buy
1,266
+49
+4% +$893 ﹤0.01% 2591
2023
Q3 		$19K Hold
1,217
– – ﹤0.01% 2704
2023
Q2 		$16K Hold
1,217
– – ﹤0.01% 2775
2023
Q1 		$17K Sell
1,217
-3
-0.2% -$42 ﹤0.01% 2606
2022
Q4 		$14K Hold
1,220
– – ﹤0.01% 2597
2022
Q3 		$11K Hold
1,220
– – ﹤0.01% 2611
2022
Q2 		$7K Sell
1,220
-1,684
-58% -$9.33K ﹤0.01% 2783
2022
Q1 		$16K Buy
2,904
+2,194
+309% +$12.8K ﹤0.01% 2214
2021
Q4 		$4K Buy
+710
New +$4.71K ﹤0.01% 2803

Other funds holding CECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 CECO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ceco Environmental (CECO) stake by 690% in Q1 2026, buying an estimated $89.2K and bringing the position to 1,587 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Carson Wealth (CWM LLC) first reported a position in CECO in Q4 2021 and has held it in 18 quarters since. 265 funds tracked by Wall St. Rank hold CECO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,587 shares of Ceco Environmental worth $94.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,386 Ceco Environmental shares in Q1 2026, an estimated $89.2K.
  • Ceco Environmental made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3322 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ceco Environmental in Q4 2021 and has held it in 18 quarters since.
  • 265 funds tracked by Wall St. Rank held Ceco Environmental as of Q1 2026.

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