Carson Wealth (CWM LLC)
CSWC icon

Carson Wealth (CWM LLC)’s Capital Southwest CSWC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$478K Buy
21,621
+9,854
+84% +$223K ﹤0.01% 2050
2025
Q4 		$261K Buy
11,767
+115
+1% +$2.43K ﹤0.01% 2347
2025
Q3 		$255K Buy
11,652
+8,722
+298% +$199K ﹤0.01% 2256
2025
Q2 		$65K Buy
2,930
+615
+27% +$12.7K ﹤0.01% 3067
2025
Q1 		$52K Buy
2,315
+250
+12% +$5.64K ﹤0.01% 2954
2024
Q4 		$45K Buy
2,065
+1,040
+101% +$24.5K ﹤0.01% 2876
2024
Q3 		$26K Buy
1,025
+1
+0.1% +$25 ﹤0.01% 3198
2024
Q2 		$27K Sell
1,024
-60
-6% -$1.54K ﹤0.01% 2912
2024
Q1 		$27K Buy
1,084
+61
+6% +$1.49K ﹤0.01% 2698
2023
Q4 		$24K Buy
1,023
+1
+0.1% +$22 ﹤0.01% 2650
2023
Q3 		$23K Hold
1,022
– – ﹤0.01% 2590
2023
Q2 		$20K Buy
1,022
+1,000
+4,545% +$18.4K ﹤0.01% 2630
2023
Q1 		$0 Buy
+22
New +$405 ﹤0.01% 4092

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Capital Southwest (CSWC) stake by 84% in Q1 2026, buying an estimated $223K and bringing the position to 21,621 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Carson Wealth (CWM LLC) first reported a position in CSWC in Q1 2023 and has held it in 13 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,621 shares of Capital Southwest worth $478K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,854 Capital Southwest shares in Q1 2026, an estimated $223K.
  • Capital Southwest made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2050 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Southwest in Q1 2023 and has held it in 13 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

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