Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CTS Corp CTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$97.7K Buy
2,046
+209
+11% +$10.5K ﹤0.01% 3292
2025
Q4 		$79K Buy
1,837
+205
+13% +$8.6K ﹤0.01% 3242
2025
Q3 		$65K Buy
1,632
+382
+31% +$15.8K ﹤0.01% 3311
2025
Q2 		$53K Buy
1,250
+919
+278% +$37.1K ﹤0.01% 3230
2025
Q1 		$14K Buy
331
+69
+26% +$3.23K ﹤0.01% 3907
2024
Q4 		$14K Buy
262
+95
+57% +$4.98K ﹤0.01% 3664
2024
Q3 		$8K Buy
167
+1
+0.6% +$49 ﹤0.01% 3878
2024
Q2 		$8K Buy
166
+7
+4% +$346 ﹤0.01% 3652
2024
Q1 		$7K Hold
159
– – ﹤0.01% 3496
2023
Q4 		$7K Sell
159
-60
-27% -$2.42K ﹤0.01% 3332
2023
Q3 		$9K Buy
219
+50
+30% +$2.15K ﹤0.01% 3180
2023
Q2 		$7K Hold
169
– – ﹤0.01% 3266
2023
Q1 		$8K Hold
169
– – ﹤0.01% 3065
2022
Q4 		$7K Sell
169
-30
-15% -$1.23K ﹤0.01% 2989
2022
Q3 		$8K Buy
199
+69
+53% +$2.77K ﹤0.01% 2805
2022
Q2 		$4K Buy
+130
New +$4.71K ﹤0.01% 3061

Other funds holding CTS

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CTS Corp (CTS) stake by 11% in Q1 2026, buying an estimated $10.5K and bringing the position to 2,046 shares worth $97.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

Carson Wealth (CWM LLC) first reported a position in CTS in Q2 2022 and has held it in 16 quarters since. 244 funds tracked by Wall St. Rank hold CTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,046 shares of CTS Corp worth $97.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 209 CTS Corp shares in Q1 2026, an estimated $10.5K.
  • CTS Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3292 holding.
  • Carson Wealth (CWM LLC) first reported a position in CTS Corp in Q2 2022 and has held it in 16 quarters since.
  • 244 funds tracked by Wall St. Rank held CTS Corp as of Q1 2026.

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