Carson Wealth (CWM LLC)
CROX icon

Carson Wealth (CWM LLC)’s Crocs CROX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CROX Stock Details CROX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$694K Sell
8,364
-8,408
-50% -$720K ﹤0.01% 1789
2025
Q4 		$1.43M Sell
16,772
-11,528
-41% -$964K ﹤0.01% 1308
2025
Q3 		$2.36M Buy
28,300
+20,343
+256% +$1.86M 0.01% 1017
2025
Q2 		$806K Buy
7,957
+7,283
+1,081% +$742K ﹤0.01% 1364
2025
Q1 		$72K Sell
674
-313
-32% -$32.4K ﹤0.01% 2681
2024
Q4 		$108K Sell
987
-893
-48% -$104K ﹤0.01% 2231
2024
Q3 		$272K Sell
1,880
-755
-29% -$103K ﹤0.01% 1596
2024
Q2 		$385K Sell
2,635
-670
-20% -$94K ﹤0.01% 1290
2024
Q1 		$475K Buy
3,305
+1,621
+96% +$185K ﹤0.01% 1162
2023
Q4 		$157K Buy
1,684
+621
+58% +$57.3K ﹤0.01% 1527
2023
Q3 		$94K Buy
1,063
+573
+117% +$58.9K ﹤0.01% 1665
2023
Q2 		$55K Buy
490
+28
+6% +$3.34K ﹤0.01% 1903
2023
Q1 		$58K Buy
462
+19
+4% +$2.3K ﹤0.01% 1777
2022
Q4 		$48K Buy
443
+60
+16% +$5.31K ﹤0.01% 1758
2022
Q3 		$26K Buy
383
+86
+29% +$5.97K ﹤0.01% 2045
2022
Q2 		$14K Buy
297
+19
+7% +$1.15K ﹤0.01% 2350
2022
Q1 		$21K Buy
278
+259
+1,363% +$24.5K ﹤0.01% 2046
2021
Q4 		$2K Buy
+19
New +$2.93K ﹤0.01% 3101
2021
Q2 		$2K Hold
16
– – ﹤0.01% 2630
2021
Q1 		$2K Hold
16
– – ﹤0.01% 2630
2020
Q4 		$2K Hold
16
– – ﹤0.01% 2629
2020
Q3 		$2K Hold
16
– – ﹤0.01% 2629
2020
Q2 		$2K Hold
16
– – ﹤0.01% 2628
2020
Q1 		$2K Hold
16
– – ﹤0.01% 2628
2019
Q4 		$2K Hold
16
– – ﹤0.01% 2628
2019
Q3 		$2K Hold
16
– – ﹤0.01% 2628
2019
Q2 		$2K Hold
16
– – ﹤0.01% 2628
2019
Q1 		$2K Buy
+16
New +$438 ﹤0.01% 2627
2018
Q4 		– Sell
-27
Closed -$1K – 2109
2018
Q3 		$1K Buy
+27
New +$519 ﹤0.01% 1636

Other funds holding CROX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WPA
WIT Partners Advisory Singapore $213M AUM 9.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Crocs (CROX) stake by 50% in Q1 2026, selling an estimated $720K and leaving 8,364 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Carson Wealth (CWM LLC) first reported a position in CROX in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.36M in Q3 2025. 459 funds tracked by Wall St. Rank hold CROX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,364 shares of Crocs worth $694K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,408 Crocs shares in Q1 2026, an estimated $720K.
  • Crocs made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1789 holding.
  • Carson Wealth (CWM LLC) first reported a position in Crocs in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Crocs position peaked at $2.36M in Q3 2025.
  • 459 funds tracked by Wall St. Rank held Crocs as of Q1 2026.

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