Carson Wealth (CWM LLC)’s Clarus CLAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11K | Buy |
4,055
+2,356
| +139% | +$7.73K | ﹤0.01% | 4736 |
|
|
2025
Q4 | $6K | Sell |
1,699
-1,072
| -39% | -$3.65K | ﹤0.01% | 4738 |
|
|
2025
Q3 | $10K | Sell |
2,771
-946
| -25% | -$3.42K | ﹤0.01% | 4462 |
|
|
2025
Q2 | $13K | Buy |
3,717
+1,247
| +50% | +$4.22K | ﹤0.01% | 4146 |
|
|
2025
Q1 | $9K | Sell |
2,470
-150
| -6% | -$673 | ﹤0.01% | 4147 |
|
|
2024
Q4 | $12K | Buy |
2,620
+2,058
| +366% | +$9.23K | ﹤0.01% | 3741 |
|
|
2024
Q3 | $3K | Buy |
562
+442
| +368% | +$2.23K | ﹤0.01% | 4247 |
|
|
2024
Q2 | $1K | Buy |
120
+75
| +167% | +$495 | ﹤0.01% | 4337 |
|
|
2024
Q1 | $0 | Buy |
45
+19
| +73% | +$117 | ﹤0.01% | 4356 |
|
|
2023
Q4 | $0 | Buy |
+26
| New | +$153 | ﹤0.01% | 4172 |
|
|
2022
Q4 | – | Sell |
-173
| Closed | -$2K | – | 3991 |
|
|
2022
Q3 | $2K | Buy |
173
+146
| +541% | +$2.84K | ﹤0.01% | 3429 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$564 | ﹤0.01% | 3507 |
|
|
2019
Q1 | – | Sell |
-402
| Closed | -$4K | – | 2972 |
|
|
2018
Q4 | $4K | Hold |
402
| – | – | ﹤0.01% | 1581 |
|
|
2018
Q3 | $4K | Hold |
402
| – | – | ﹤0.01% | 1381 |
|
|
2018
Q2 | $3K | Hold |
402
| – | – | ﹤0.01% | 1280 |
|
|
2018
Q1 | $3K | Sell |
402
-777
| -66% | -$5.52K | ﹤0.01% | 1084 |
|
|
2017
Q4 | $9K | Sell |
1,179
-764
| -39% | -$5.73K | ﹤0.01% | 904 |
|
|
2017
Q3 | $15K | Sell |
1,943
-100,987
| -98% | -$693K | ﹤0.01% | 779 |
|
|
2017
Q2 | $681K | Sell |
102,930
-229,073
| -69% | -$1.35M | 0.03% | 223 |
|
|
2017
Q1 | $1.8M | Sell |
332,003
-13,295
| -4% | -$74.4K | 0.1% | 155 |
|
|
2016
Q4 | $1.84M | Sell |
345,298
-560,110
| -62% | -$3.12M | 0.11% | 158 |
|
|
2016
Q3 | $4.63M | Sell |
905,408
-26,799
| -3% | -$122K | 0.32% | 90 |
|
|
2016
Q2 | $3.84M | Sell |
932,207
-13,724
| -1% | -$58.9K | 0.28% | 109 |
|
|
2016
Q1 | $4.26M | Sell |
945,931
-181,366
| -16% | -$790K | 0.37% | 89 |
|
|
2015
Q4 | $4.96M | Buy |
1,127,297
+411,830
| +58% | +$2.02M | 0.48% | 73 |
|
|
2015
Q3 | $4.47M | Sell |
715,467
-67,403
| -9% | -$552K | 0.45% | 80 |
|
|
2015
Q2 | $7.2M | Buy |
782,870
+92,445
| +13% | +$871K | 0.69% | 60 |
|
|
2015
Q1 | $6.5M | Buy |
690,425
+216,936
| +46% | +$1.63M | 0.66% | 55 |
|
|
2014
Q4 | $4.13M | Buy |
473,489
+72,791
| +18% | +$601K | 0.5% | 70 |
|
|
2014
Q3 | $3.02M | Buy |
400,698
+154,710
| +63% | +$1.39M | 0.44% | 77 |
|
|
2014
Q2 | $2.75M | Buy |
245,988
+102,689
| +72% | +$1.14M | 0.49% | 65 |
|
|
2014
Q1 | $1.75M | Buy |
143,299
+84,201
| +142% | +$984K | 0.24% | 75 |
|
|
2013
Q4 | $780K | Buy |
59,098
+23,367
| +65% | +$309K | 0.12% | 115 |
|
|
2013
Q3 | $433K | Buy |
+35,731
| New | +$380K | 0.11% | 118 |
|
Other funds holding CLAR
GF
VCM
PL
PCM
PLC
Carson Wealth (CWM LLC)'s CLAR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Clarus (CLAR) stake by 139% in Q1 2026, buying an estimated $7.73K and bringing the position to 4,055 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4736.
Carson Wealth (CWM LLC) first reported a position in CLAR in Q3 2013 and has held it in 34 quarters since. The position peaked at $7.2M in Q2 2015. 104 funds tracked by Wall St. Rank hold CLAR as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,055 shares of Clarus worth $11K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,356 Clarus shares in Q1 2026, an estimated $7.73K.
- Clarus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4736 holding.
- Carson Wealth (CWM LLC) first reported a position in Clarus in Q3 2013 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Clarus position peaked at $7.2M in Q2 2015.
- 104 funds tracked by Wall St. Rank held Clarus as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.