Carson Wealth (CWM LLC)
CNS icon

Carson Wealth (CWM LLC)’s Cohen & Steers CNS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$807K Buy
12,909
+8,243
+177% +$538K ﹤0.01% 1680
2025
Q4 		$293K Buy
4,666
+3,887
+499% +$253K ﹤0.01% 2276
2025
Q3 		$51K Buy
779
+100
+15% +$7.33K ﹤0.01% 3514
2025
Q2 		$51K Buy
679
+9
+1% +$692 ﹤0.01% 3260
2025
Q1 		$54K Buy
670
+67
+11% +$5.71K ﹤0.01% 2914
2024
Q4 		$56K Buy
603
+13
+2% +$1.29K ﹤0.01% 2713
2024
Q3 		$57K Buy
590
+39
+7% +$3.32K ﹤0.01% 2591
2024
Q2 		$40K Buy
551
+37
+7% +$2.63K ﹤0.01% 2614
2024
Q1 		$40K Buy
514
+403
+363% +$28.8K ﹤0.01% 2444
2023
Q4 		$8K Sell
111
-313
-74% -$18.8K ﹤0.01% 3275
2023
Q3 		$27K Sell
424
-4
-0.9% -$253 ﹤0.01% 2475
2023
Q2 		$25K Sell
428
-429
-50% -$25K ﹤0.01% 2472
2023
Q1 		$55K Sell
857
-116
-12% -$8.09K ﹤0.01% 1804
2022
Q4 		$63K Buy
+973
New +$61K ﹤0.01% 1607

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Cohen & Steers (CNS) stake by 177% in Q1 2026, buying an estimated $538K and bringing the position to 12,909 shares worth $807K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Carson Wealth (CWM LLC) first reported a position in CNS in Q4 2022 and has held it in 14 quarters since. 295 funds tracked by Wall St. Rank hold CNS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,909 shares of Cohen & Steers worth $807K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,243 Cohen & Steers shares in Q1 2026, an estimated $538K.
  • Cohen & Steers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1680 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cohen & Steers in Q4 2022 and has held it in 14 quarters since.
  • 295 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2026.

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