Carson Wealth (CWM LLC)
DLHC icon

Carson Wealth (CWM LLC)’s DLH Holdings DLHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03K Sell
177
-25
-12% -$145 ﹤0.01% 5393
2025
Q4 		$1K Sell
202
-44
-18% -$256 ﹤0.01% 5196
2025
Q3 		$1K Sell
246
-706
-74% -$3.98K ﹤0.01% 5102
2025
Q2 		$6K Sell
952
-170
-15% -$768 ﹤0.01% 4527
2025
Q1 		$5K Buy
1,122
+939
+513% +$5.75K ﹤0.01% 4437
2024
Q4 		$1K Buy
183
+126
+221% +$1.05K ﹤0.01% 4689
2024
Q3 		$1K Buy
+57
New +$600 ﹤0.01% 4555

Other funds holding DLHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its DLH Holdings (DLHC) stake by 12% in Q1 2026, selling an estimated $145 and leaving 177 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #5393.

Carson Wealth (CWM LLC) first reported a position in DLHC in Q3 2024 and has held it in 7 quarters since. The position peaked at $6K in Q2 2025. 43 funds tracked by Wall St. Rank hold DLHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 177 shares of DLH Holdings worth $1.03K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 25 DLH Holdings shares in Q1 2026, an estimated $145.
  • DLH Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5393 holding.
  • Carson Wealth (CWM LLC) first reported a position in DLH Holdings in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s DLH Holdings position peaked at $6K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held DLH Holdings as of Q1 2026.

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