Carson Wealth (CWM LLC)
CSW

Carson Wealth (CWM LLC)’s CSW Industrials CSW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.4K Buy
128
+18
+16% +$5.23K ﹤0.01% 4091
2025
Q4 		$32K Buy
110
+50
+83% +$13.3K ﹤0.01% 3906
2025
Q3 		$15K Sell
60
-33
-35% -$8.86K ﹤0.01% 4261
2025
Q2 		$27K Buy
93
+9
+11% +$2.72K ﹤0.01% 3707
2025
Q1 		$24K Sell
84
-18
-18% -$5.84K ﹤0.01% 3530
2024
Q4 		$36K Buy
102
+11
+12% +$4.28K ﹤0.01% 3020
2024
Q3 		$33K Buy
91
+41
+82% +$12.8K ﹤0.01% 3015
2024
Q2 		$13K Buy
50
+19
+61% +$4.71K ﹤0.01% 3376
2024
Q1 		$7K Buy
31
+1
+3% +$223 ﹤0.01% 3495
2023
Q4 		$6K Hold
30
– – ﹤0.01% 3408
2023
Q3 		$5K Hold
30
– – ﹤0.01% 3434
2023
Q2 		$5K Hold
30
– – ﹤0.01% 3423
2023
Q1 		$4K Hold
30
– – ﹤0.01% 3367
2022
Q4 		$3K Hold
30
– – ﹤0.01% 3388
2022
Q3 		$4K Hold
30
– – ﹤0.01% 3151
2022
Q2 		$3K Sell
30
-70
-70% -$7.46K ﹤0.01% 3175
2022
Q1 		$12K Hold
100
– – ﹤0.01% 2360
2021
Q4 		$12K Buy
+100
New +$13K ﹤0.01% 2235

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 CSW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CSW Industrials (CSW) stake by 16% in Q1 2026, buying an estimated $5.23K and bringing the position to 128 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4091.

Carson Wealth (CWM LLC) first reported a position in CSW in Q4 2021 and has held it in 18 quarters since. The position peaked at $36K in Q4 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 128 shares of CSW Industrials worth $33.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18 CSW Industrials shares in Q1 2026, an estimated $5.23K.
  • CSW Industrials made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4091 holding.
  • Carson Wealth (CWM LLC) first reported a position in CSW Industrials in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s CSW Industrials position peaked at $36K in Q4 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

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