Carson Wealth (CWM LLC)
EQH icon

Carson Wealth (CWM LLC)’s Equitable Holdings EQH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Buy
29,852
+12,542
+72% +$537K ﹤0.01% 1482
2025
Q4 		$825K Buy
17,310
+2,944
+20% +$140K ﹤0.01% 1613
2025
Q3 		$730K Sell
14,366
-521
-3% -$27.6K ﹤0.01% 1583
2025
Q2 		$835K Sell
14,887
-3,741
-20% -$192K ﹤0.01% 1340
2025
Q1 		$970K Buy
18,628
+9,936
+114% +$520K ﹤0.01% 1141
2024
Q4 		$410K Buy
8,692
+2,694
+45% +$124K ﹤0.01% 1466
2024
Q3 		$252K Buy
5,998
+1,823
+44% +$74.8K ﹤0.01% 1636
2024
Q2 		$171K Buy
4,175
+1,246
+43% +$48.8K ﹤0.01% 1665
2024
Q1 		$111K Buy
2,929
+513
+21% +$17.4K ﹤0.01% 1816
2023
Q4 		$80K Sell
2,416
-231
-9% -$6.76K ﹤0.01% 1886
2023
Q3 		$75K Buy
2,647
+506
+24% +$14.3K ﹤0.01% 1810
2023
Q2 		$58K Sell
2,141
-507
-19% -$12.8K ﹤0.01% 1873
2023
Q1 		$67K Buy
2,648
+83
+3% +$2.45K ﹤0.01% 1711
2022
Q4 		$74K Buy
2,565
+1,064
+71% +$31.5K ﹤0.01% 1513
2022
Q3 		$40K Buy
1,501
+343
+30% +$9.75K ﹤0.01% 1767
2022
Q2 		$30K Sell
1,158
-586
-34% -$17K ﹤0.01% 1884
2022
Q1 		$54K Buy
1,744
+985
+130% +$32.5K ﹤0.01% 1572
2021
Q4 		$25K Buy
+759
New +$24.9K ﹤0.01% 1866
2021
Q2 		$30K Hold
990
– – ﹤0.01% 1614
2021
Q1 		$30K Hold
990
– – ﹤0.01% 1614
2020
Q4 		$30K Hold
990
– – ﹤0.01% 1614
2020
Q3 		$30K Hold
990
– – ﹤0.01% 1614
2020
Q2 		$30K Hold
990
– – ﹤0.01% 1614
2020
Q1 		$30K Hold
990
– – ﹤0.01% 1614
2019
Q4 		$30K Hold
990
– – ﹤0.01% 1614
2019
Q3 		$30K Hold
990
– – ﹤0.01% 1614
2019
Q2 		$30K Hold
990
– – ﹤0.01% 1614
2019
Q1 		$30K Buy
990
+980
+9,800% +$18.7K ﹤0.01% 1614
2018
Q4 		$0 Buy
+10
New +$195 ﹤0.01% 2124

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Equitable Holdings (EQH) stake by 72% in Q1 2026, buying an estimated $537K and bringing the position to 29,852 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Carson Wealth (CWM LLC) first reported a position in EQH in Q4 2018 and has held it in 29 quarters since. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,852 shares of Equitable Holdings worth $1.11M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,542 Equitable Holdings shares in Q1 2026, an estimated $537K.
  • Equitable Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1482 holding.
  • Carson Wealth (CWM LLC) first reported a position in Equitable Holdings in Q4 2018 and has held it in 29 quarters since.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

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