Carson Wealth (CWM LLC)
DSGR icon

Carson Wealth (CWM LLC)’s Distribution Solutions Group DSGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3K Buy
734
+357
+95% +$9.99K ﹤0.01% 4442
2025
Q4 		$10K Buy
377
+61
+19% +$1.72K ﹤0.01% 4536
2025
Q3 		$10K Buy
316
+157
+99% +$4.79K ﹤0.01% 4467
2025
Q2 		$4K Sell
159
-38
-19% -$1.02K ﹤0.01% 4665
2025
Q1 		$6K Buy
197
+31
+19% +$963 ﹤0.01% 4350
2024
Q4 		$6K Buy
166
+74
+80% +$2.84K ﹤0.01% 4102
2024
Q3 		$4K Buy
92
+73
+384% +$2.49K ﹤0.01% 4171
2024
Q2 		$1K Buy
+19
New +$633 ﹤0.01% 4362

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Distribution Solutions Group (DSGR) stake by 95% in Q1 2026, buying an estimated $9.99K and bringing the position to 734 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4442.

Carson Wealth (CWM LLC) first reported a position in DSGR in Q2 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold DSGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 734 shares of Distribution Solutions Group worth $19.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 357 Distribution Solutions Group shares in Q1 2026, an estimated $9.99K.
  • Distribution Solutions Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4442 holding.
  • Carson Wealth (CWM LLC) first reported a position in Distribution Solutions Group in Q2 2024 and has held it in 8 quarters since.
  • 112 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q1 2026.

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