Carson Wealth (CWM LLC)
ESCA icon

Carson Wealth (CWM LLC)’s Escalade ESCA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.6K Buy
1,083
+52
+5% +$786 ﹤0.01% 4460
2025
Q4 		$14K Sell
1,031
-67
-6% -$834 ﹤0.01% 4367
2025
Q3 		$14K Buy
1,098
+629
+134% +$8.08K ﹤0.01% 4304
2025
Q2 		$7K Buy
469
+72
+18% +$1.06K ﹤0.01% 4439
2025
Q1 		$6K Buy
397
+232
+141% +$3.5K ﹤0.01% 4355
2024
Q4 		$2K Buy
165
+59
+56% +$853 ﹤0.01% 4529
2024
Q3 		$1K Buy
106
+70
+194% +$964 ﹤0.01% 4572
2024
Q2 		$0 Buy
36
+32
+800% +$429 ﹤0.01% 4674
2024
Q1 		$0 Buy
+4
New +$65 ﹤0.01% 4429

Other funds holding ESCA

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Escalade (ESCA) stake by 5% in Q1 2026, buying an estimated $786 and bringing the position to 1,083 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4460.

Carson Wealth (CWM LLC) first reported a position in ESCA in Q1 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold ESCA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,083 shares of Escalade worth $18.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 52 Escalade shares in Q1 2026, an estimated $786.
  • Escalade made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4460 holding.
  • Carson Wealth (CWM LLC) first reported a position in Escalade in Q1 2024 and has held it in 9 quarters since.
  • 85 funds tracked by Wall St. Rank held Escalade as of Q1 2026.

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