Carson Wealth (CWM LLC)
CLFD icon

Carson Wealth (CWM LLC)’s Clearfield CLFD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1K Buy
684
+27
+4% +$823 ﹤0.01% 4473
2025
Q4 		$19K Sell
657
-34
-5% -$1.09K ﹤0.01% 4193
2025
Q3 		$24K Buy
691
+7
+1% +$261 ﹤0.01% 4006
2025
Q2 		$30K Sell
684
-248
-27% -$8.5K ﹤0.01% 3640
2025
Q1 		$28K Sell
932
-315
-25% -$10.5K ﹤0.01% 3435
2024
Q4 		$39K Buy
1,247
+2
+0.2% +$67 ﹤0.01% 2968
2024
Q3 		$49K Sell
1,245
-988
-44% -$38.4K ﹤0.01% 2701
2024
Q2 		$86K Buy
2,233
+6
+0.3% +$208 ﹤0.01% 2067
2024
Q1 		$69K Sell
2,227
-709
-24% -$20.3K ﹤0.01% 2095
2023
Q4 		$85K Buy
2,936
+644
+28% +$17.2K ﹤0.01% 1851
2023
Q3 		$66K Buy
2,292
+304
+15% +$11.9K ﹤0.01% 1897
2023
Q2 		$94K Buy
1,988
+390
+24% +$16.6K ﹤0.01% 1599
2023
Q1 		$74K Buy
1,598
+182
+13% +$11.7K ﹤0.01% 1649
2022
Q4 		$133K Sell
1,416
-12
-0.8% -$1.26K ﹤0.01% 1260
2022
Q3 		$149K Sell
1,428
-65
-4% -$6.32K ﹤0.01% 1161
2022
Q2 		$93K Sell
1,493
-918
-38% -$53.9K ﹤0.01% 1342
2022
Q1 		$157K Sell
2,411
-314
-12% -$19.7K ﹤0.01% 1144
2021
Q4 		$230K Buy
+2,725
New +$171K ﹤0.01% 968
2021
Q2 		$139K Hold
3,723
– – ﹤0.01% 1019
2021
Q1 		$139K Hold
3,723
– – ﹤0.01% 1019
2020
Q4 		$139K Hold
3,723
– – ﹤0.01% 1019
2020
Q3 		$139K Hold
3,723
– – ﹤0.01% 1019
2020
Q2 		$139K Hold
3,723
– – ﹤0.01% 1019
2020
Q1 		$139K Hold
3,723
– – ﹤0.01% 1019
2019
Q4 		$139K Hold
3,723
– – ﹤0.01% 1019
2019
Q3 		$139K Hold
3,723
– – ﹤0.01% 1019
2019
Q2 		$139K Hold
3,723
– – ﹤0.01% 1019
2019
Q1 		$139K Buy
+3,723
New +$49.2K ﹤0.01% 1019

Other funds holding CLFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Clearfield (CLFD) stake by 4.1% in Q1 2026, buying an estimated $823 and bringing the position to 684 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4473.

Carson Wealth (CWM LLC) first reported a position in CLFD in Q1 2019 and has held it in 28 quarters since. The position peaked at $230K in Q4 2021. 126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 684 shares of Clearfield worth $18.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 27 Clearfield shares in Q1 2026, an estimated $823.
  • Clearfield made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4473 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clearfield in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Clearfield position peaked at $230K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

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