Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Daqo New Energy DQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22
Closed -$1K – 5711
2025
Q4 		$1K Buy
+22
New +$671 ﹤0.01% 5199
2024
Q3 		– Sell
-138
Closed -$2K – 4893
2024
Q2 		$2K Sell
138
-487
-78% -$10.3K ﹤0.01% 4188
2024
Q1 		$18K Sell
625
-32
-5% -$715 ﹤0.01% 2966
2023
Q4 		$17K Buy
657
+516
+366% +$13.2K ﹤0.01% 2868
2023
Q3 		$4K Buy
141
+12
+9% +$428 ﹤0.01% 3547
2023
Q2 		$5K Sell
129
-120
-48% -$5K ﹤0.01% 3426
2023
Q1 		$12K Buy
249
+53
+27% +$2.44K ﹤0.01% 2843
2022
Q4 		$8K Buy
196
+109
+125% +$5.34K ﹤0.01% 2919
2022
Q3 		$5K Buy
87
+23
+36% +$1.47K ﹤0.01% 3052
2022
Q2 		$5K Hold
64
– – ﹤0.01% 2954
2022
Q1 		$3K Buy
64
+45
+237% +$1.89K ﹤0.01% 3017
2021
Q4 		$1K Buy
+19
New +$1.1K ﹤0.01% 3284

Other funds holding DQ

CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Daqo New Energy (DQ) in Q1 2026, closing a stake of 22 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in DQ in Q4 2021 and held it in 12 quarters. The position peaked at $18K in Q1 2024. 123 funds tracked by Wall St. Rank hold DQ as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Daqo New Energy position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 22 Daqo New Energy shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Daqo New Energy in Q4 2021 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Daqo New Energy position peaked at $18K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Daqo New Energy as of Q1 2026.

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