Carson Wealth (CWM LLC)
EHTH icon

Carson Wealth (CWM LLC)’s eHealth EHTH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EHTH Stock Details EHTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.7K Buy
40,074
+34,053
+566% +$78.9K ﹤0.01% 3794
2025
Q4 		$28K Buy
6,021
+1,282
+27% +$5.65K ﹤0.01% 3983
2025
Q3 		$20K Buy
4,739
+4,261
+891% +$16.4K ﹤0.01% 4118
2025
Q2 		$2K Hold
478
– – ﹤0.01% 4872
2025
Q1 		$3K Hold
478
– – ﹤0.01% 4611
2024
Q4 		$4K Sell
478
-201
-30% -$1.12K ﹤0.01% 4293
2024
Q3 		$3K Sell
679
-23
-3% -$99 ﹤0.01% 4263
2024
Q2 		$3K Buy
702
+501
+249% +$2.52K ﹤0.01% 4057
2024
Q1 		$1K Sell
201
-238
-54% -$1.58K ﹤0.01% 4123
2023
Q4 		$4K Buy
439
+308
+235% +$2.52K ﹤0.01% 3590
2023
Q3 		$1K Buy
131
+107
+446% +$841 ﹤0.01% 3966
2023
Q2 		$0 Buy
+24
New +$192 ﹤0.01% 4236
2022
Q3 		– Sell
-434
Closed -$4K – 3975
2022
Q2 		$4K Buy
+434
New +$4.41K ﹤0.01% 3069
2022
Q1 		– Sell
-103
Closed -$3K – 3603
2021
Q4 		$3K Buy
+103
New +$3.42K ﹤0.01% 2962

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its eHealth (EHTH) stake by 566% in Q1 2026, buying an estimated $78.9K and bringing the position to 40,074 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Carson Wealth (CWM LLC) first reported a position in EHTH in Q4 2021 and has held it in 14 quarters since. 104 funds tracked by Wall St. Rank hold EHTH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,074 shares of eHealth worth $51.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 34,053 eHealth shares in Q1 2026, an estimated $78.9K.
  • eHealth made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3794 holding.
  • Carson Wealth (CWM LLC) first reported a position in eHealth in Q4 2021 and has held it in 14 quarters since.
  • 104 funds tracked by Wall St. Rank held eHealth as of Q1 2026.

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