Carson Wealth (CWM LLC)
CLWT icon

Carson Wealth (CWM LLC)’s Euro Tech Holdings CLWT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLWT Stock Details CLWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.09K Hold
1,783
– – ﹤0.01% 5266
2025
Q4 		$2K Hold
1,783
– – ﹤0.01% 5061
2025
Q3 		$2K Hold
1,783
– – ﹤0.01% 4984
2025
Q2 		$2K Hold
1,783
– – ﹤0.01% 4860
2025
Q1 		$2K Hold
1,783
– – ﹤0.01% 4731
2024
Q4 		$2K Hold
1,783
– – ﹤0.01% 4512
2024
Q3 		$3K Hold
1,783
– – ﹤0.01% 4250
2024
Q2 		$3K Hold
1,783
– – ﹤0.01% 4051
2024
Q1 		$3K Hold
1,783
– – ﹤0.01% 3822
2023
Q4 		$3K Hold
1,783
– – ﹤0.01% 3673
2023
Q3 		$3K Hold
1,783
– – ﹤0.01% 3642
2023
Q2 		$3K Hold
1,783
– – ﹤0.01% 3612
2023
Q1 		$2K Buy
+1,783
New +$2.42K ﹤0.01% 3627

Other funds holding CLWT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Euro Tech Holdings (CLWT) position steady in Q1 2026 at 1,783 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #5266.

Carson Wealth (CWM LLC) first reported a position in CLWT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3K in Q3 2024. 5 funds tracked by Wall St. Rank hold CLWT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,783 shares of Euro Tech Holdings worth $2.09K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Euro Tech Holdings share count unchanged in Q1 2026.
  • Euro Tech Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5266 holding.
  • Carson Wealth (CWM LLC) first reported a position in Euro Tech Holdings in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Euro Tech Holdings position peaked at $3K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Euro Tech Holdings as of Q1 2026.

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