Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Establishment Labs ESTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111K Sell
1,947
-67
-3% -$4.58K ﹤0.01% 3177
2025
Q4 		$147K Sell
2,014
-23
-1% -$1.39K ﹤0.01% 2795
2025
Q3 		$83K Sell
2,037
-145
-7% -$5.92K ﹤0.01% 3127
2025
Q2 		$93K Buy
2,182
+686
+46% +$23.9K ﹤0.01% 2790
2025
Q1 		$61K Sell
1,496
-69,149
-98% -$2.58M ﹤0.01% 2807
2024
Q4 		$3.25M Sell
70,645
-9,656
-12% -$421K 0.01% 589
2024
Q3 		$3.48M Sell
80,301
-12,773
-14% -$555K 0.01% 537
2024
Q2 		$4.23M Sell
93,074
-22,107
-19% -$1.12M 0.02% 456
2024
Q1 		$5.86M Sell
115,181
-30,890
-21% -$1.24M 0.03% 389
2023
Q4 		$3.78M Buy
146,071
+71,459
+96% +$2.09M 0.02% 449
2023
Q3 		$3.66M Sell
74,612
-3,186
-4% -$190K 0.02% 425
2023
Q2 		$5.34M Sell
77,798
-3,716
-5% -$257K 0.03% 329
2023
Q1 		$5.52M Sell
81,514
-4,242
-5% -$291K 0.04% 304
2022
Q4 		$5.63M Sell
85,756
-15,846
-16% -$957K 0.04% 283
2022
Q3 		$5.55M Sell
101,602
-3,900
-4% -$233K 0.04% 267
2022
Q2 		$5.74M Sell
105,502
-15,839
-13% -$1.01M 0.04% 269
2022
Q1 		$8.18M Sell
121,341
-18,244
-13% -$1.07M 0.06% 232
2021
Q4 		$9.44M Buy
+139,585
New +$9.76M 0.07% 220
2021
Q2 		$12.6M Hold
144,369
– – 0.1% 178
2021
Q1 		$12.6M Hold
144,369
– – 0.1% 178
2020
Q4 		$12.6M Hold
144,369
– – 0.1% 178
2020
Q3 		$12.6M Hold
144,369
– – 0.1% 178
2020
Q2 		$12.6M Hold
144,369
– – 0.1% 178
2020
Q1 		$12.6M Hold
144,369
– – 0.1% 178
2019
Q4 		$12.6M Hold
144,369
– – 0.1% 178
2019
Q3 		$12.6M Hold
144,369
– – 0.1% 178
2019
Q2 		$12.6M Hold
144,369
– – 0.1% 178
2019
Q1 		$12.6M Buy
+144,369
New +$3.83M 0.1% 178

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Establishment Labs (ESTA) stake by 3.3% in Q1 2026, selling an estimated $4.58K and leaving 1,947 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Carson Wealth (CWM LLC) first reported a position in ESTA in Q1 2019 and has held it in 28 quarters since. The position peaked at $12.6M in Q2 2021. 176 funds tracked by Wall St. Rank hold ESTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,947 shares of Establishment Labs worth $111K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 67 Establishment Labs shares in Q1 2026, an estimated $4.58K.
  • Establishment Labs made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3177 holding.
  • Carson Wealth (CWM LLC) first reported a position in Establishment Labs in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Establishment Labs position peaked at $12.6M in Q2 2021.
  • 176 funds tracked by Wall St. Rank held Establishment Labs as of Q1 2026.

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