Carson Wealth (CWM LLC)
DIOD icon

Carson Wealth (CWM LLC)’s Diodes DIOD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Buy
5,877
+1,499
+34% +$94.6K ﹤0.01% 2177
2025
Q4 		$216K Sell
4,378
-1,295
-23% -$65.5K ﹤0.01% 2505
2025
Q3 		$302K Buy
5,673
+2,288
+68% +$123K ﹤0.01% 2132
2025
Q2 		$179K Buy
3,385
+2,610
+337% +$115K ﹤0.01% 2270
2025
Q1 		$33K Buy
775
+85
+12% +$4.59K ﹤0.01% 3309
2024
Q4 		$43K Sell
690
-379
-35% -$23.6K ﹤0.01% 2911
2024
Q3 		$69K Sell
1,069
-213
-17% -$14.8K ﹤0.01% 2447
2024
Q2 		$92K Buy
1,282
+52
+4% +$3.73K ﹤0.01% 2021
2024
Q1 		$87K Sell
1,230
-15
-1% -$1.04K ﹤0.01% 1955
2023
Q4 		$100K Buy
1,245
+90
+8% +$6.57K ﹤0.01% 1774
2023
Q3 		$91K Sell
1,155
-94
-8% -$7.9K ﹤0.01% 1693
2023
Q2 		$116K Sell
1,249
-10
-0.8% -$881 ﹤0.01% 1500
2023
Q1 		$117K Buy
1,259
+27
+2% +$2.42K ﹤0.01% 1415
2022
Q4 		$94K Buy
1,232
+198
+19% +$15.5K ﹤0.01% 1401
2022
Q3 		$67K Buy
1,034
+590
+133% +$42.6K ﹤0.01% 1516
2022
Q2 		$29K Buy
444
+95
+27% +$6.93K ﹤0.01% 1904
2022
Q1 		$30K Buy
349
+264
+311% +$24K ﹤0.01% 1838
2021
Q4 		$9K Buy
+85
New +$8.62K ﹤0.01% 2399
2018
Q4 		– Sell
-11
Closed – – 2118
2018
Q3 		$0 Hold
11
– – ﹤0.01% 1864
2018
Q2 		$0 Hold
11
– – ﹤0.01% 1700
2018
Q1 		$0 Hold
11
– – ﹤0.01% 1435
2017
Q4 		$0 Hold
11
– – ﹤0.01% 1479
2017
Q3 		$0 Hold
11
– – ﹤0.01% 1486
2017
Q2 		$0 Hold
11
– – ﹤0.01% 1220
2017
Q1 		$0 Buy
+11
New +$274 ﹤0.01% 1205

Other funds holding DIOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Diodes (DIOD) stake by 34% in Q1 2026, buying an estimated $94.6K and bringing the position to 5,877 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Carson Wealth (CWM LLC) first reported a position in DIOD in Q1 2017 and has held it in 25 quarters since. 338 funds tracked by Wall St. Rank hold DIOD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,877 shares of Diodes worth $401K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,499 Diodes shares in Q1 2026, an estimated $94.6K.
  • Diodes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2177 holding.
  • Carson Wealth (CWM LLC) first reported a position in Diodes in Q1 2017 and has held it in 25 quarters since.
  • 338 funds tracked by Wall St. Rank held Diodes as of Q1 2026.

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