Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Definitive Healthcare DH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.5K Buy
26,438
+10,863
+70% +$18.9K ﹤0.01% 4106
2025
Q4 		$45K Sell
15,575
-8,435
-35% -$23.4K ﹤0.01% 3677
2025
Q3 		$97K Sell
24,010
-488
-2% -$1.95K ﹤0.01% 3012
2025
Q2 		$96K Buy
24,498
+16,657
+212% +$52.5K ﹤0.01% 2767
2025
Q1 		$23K Sell
7,841
-9,299
-54% -$37.7K ﹤0.01% 3559
2024
Q4 		$70K Buy
17,140
+9,181
+115% +$40.1K ﹤0.01% 2529
2024
Q3 		$36K Buy
7,959
+6,872
+632% +$32.2K ﹤0.01% 2946
2024
Q2 		$6K Buy
1,087
+413
+61% +$2.6K ﹤0.01% 3759
2024
Q1 		$5K Sell
674
-261
-28% -$2.31K ﹤0.01% 3642
2023
Q4 		$9K Sell
935
-1,799
-66% -$14.1K ﹤0.01% 3233
2023
Q3 		$22K Sell
2,734
-336,207
-99% -$3.38M ﹤0.01% 2621
2023
Q2 		$3.73M Buy
338,941
+110,220
+48% +$1.13M 0.02% 403
2023
Q1 		$2.36M Buy
228,721
+228,437
+80,436% +$2.69M 0.02% 452
2022
Q4 		$3K Buy
284
+149
+110% +$1.92K ﹤0.01% 3394
2022
Q3 		$2K Buy
135
+10
+8% +$220 ﹤0.01% 3438
2022
Q2 		$3K Buy
+125
New +$2.67K ﹤0.01% 3179

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Definitive Healthcare (DH) stake by 70% in Q1 2026, buying an estimated $18.9K and bringing the position to 26,438 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4106.

Carson Wealth (CWM LLC) first reported a position in DH in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.73M in Q2 2023. 119 funds tracked by Wall St. Rank hold DH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,438 shares of Definitive Healthcare worth $32.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,863 Definitive Healthcare shares in Q1 2026, an estimated $18.9K.
  • Definitive Healthcare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4106 holding.
  • Carson Wealth (CWM LLC) first reported a position in Definitive Healthcare in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Definitive Healthcare position peaked at $3.73M in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Definitive Healthcare as of Q1 2026.

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