Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Clearwater Paper CLW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.8K Buy
2,212
+1,711
+342% +$27.9K ﹤0.01% 4120
2025
Q4 		$9K Sell
501
-723
-59% -$13.3K ﹤0.01% 4588
2025
Q3 		$25K Sell
1,224
-2,156
-64% -$52.1K ﹤0.01% 3976
2025
Q2 		$92K Buy
3,380
+3,234
+2,215% +$87.3K ﹤0.01% 2796
2025
Q1 		$4K Buy
146
+15
+11% +$418 ﹤0.01% 4521
2024
Q4 		$4K Buy
131
+87
+198% +$2.36K ﹤0.01% 4282
2024
Q3 		$1K Sell
44
-436
-91% -$17K ﹤0.01% 4536
2024
Q2 		$23K Buy
480
+334
+229% +$15.7K ﹤0.01% 3012
2024
Q1 		$6K Buy
146
+96
+192% +$3.54K ﹤0.01% 3562
2023
Q4 		$2K Buy
50
+1
+2% +$36 ﹤0.01% 3789
2023
Q3 		$2K Buy
49
+21
+75% +$729 ﹤0.01% 3770
2023
Q2 		$1K Sell
28
-16
-36% -$516 ﹤0.01% 3928
2023
Q1 		$1K Buy
44
+38
+633% +$1.37K ﹤0.01% 3790
2022
Q4 		$0 Sell
6
-28
-82% -$1.09K ﹤0.01% 3996
2022
Q3 		$1K Buy
+34
New +$1.35K ﹤0.01% 3612

Other funds holding CLW

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Clearwater Paper (CLW) stake by 342% in Q1 2026, buying an estimated $27.9K and bringing the position to 2,212 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4120.

Carson Wealth (CWM LLC) first reported a position in CLW in Q3 2022 and has held it in 15 quarters since. The position peaked at $92K in Q2 2025. 123 funds tracked by Wall St. Rank hold CLW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,212 shares of Clearwater Paper worth $31.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,711 Clearwater Paper shares in Q1 2026, an estimated $27.9K.
  • Clearwater Paper made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4120 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clearwater Paper in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Clearwater Paper position peaked at $92K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Clearwater Paper as of Q1 2026.

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