Carson Wealth (CWM LLC)
CSTE icon

Carson Wealth (CWM LLC)’s Caesarstone CSTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSTE Stock Details CSTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-48
Closed – – 5411
2025
Q3 		$0 Sell
48
-146
-75% -$238 ﹤0.01% 5312
2025
Q2 		$0 Buy
194
+103
+113% +$233 ﹤0.01% 5141
2025
Q1 		$0 Sell
91
-45
-33% -$168 ﹤0.01% 5074
2024
Q4 		$1K Buy
136
+31
+30% +$136 ﹤0.01% 4681
2024
Q3 		$0 Buy
+105
New +$529 ﹤0.01% 4873
2023
Q4 		– Sell
-164
Closed -$1K – 4192
2023
Q3 		$1K Sell
164
-836
-84% -$4.03K ﹤0.01% 3951
2023
Q2 		$5K Buy
1,000
+825
+471% +$3.74K ﹤0.01% 3422
2023
Q1 		$1K Buy
+175
New +$970 ﹤0.01% 3799
2022
Q4 		– Sell
-60
Closed -$1K – 4003
2022
Q3 		$1K Hold
60
– – ﹤0.01% 3619
2022
Q2 		$1K Buy
+60
New +$574 ﹤0.01% 3512
2019
Q1 		– Sell
-105
Closed -$1K – 2987
2018
Q4 		$1K Hold
105
– – ﹤0.01% 1868
2018
Q3 		$2K Sell
105
-102
-49% -$1.79K ﹤0.01% 1514
2018
Q2 		$3K Hold
207
– – ﹤0.01% 1282
2018
Q1 		$4K Sell
207
-57,027
-100% -$1.23M ﹤0.01% 1038
2017
Q4 		$1.26M Buy
57,234
+10,208
+22% +$262K 0.06% 215
2017
Q3 		$1.4M Sell
47,026
-267
-0.6% -$8.36K 0.07% 179
2017
Q2 		$1.66M Sell
47,293
-3,618
-7% -$136K 0.09% 168
2017
Q1 		$1.85M Buy
+50,911
New +$1.64M 0.1% 154

Other funds holding CSTE

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSTE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Caesarstone (CSTE) in Q4 2025, closing a stake of 48 shares.

Carson Wealth (CWM LLC) first reported a position in CSTE in Q1 2017 and held it in 18 quarters. The position peaked at $1.85M in Q1 2017. 41 funds tracked by Wall St. Rank hold CSTE as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Caesarstone position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 48 Caesarstone shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Caesarstone in Q1 2017 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s Caesarstone position peaked at $1.85M in Q1 2017.
  • 41 funds tracked by Wall St. Rank held Caesarstone as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.