Carson Wealth (CWM LLC)
FONR

Carson Wealth (CWM LLC)’s Fonar FONR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FONR Stock Details FONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.57K Hold
300
– – ﹤0.01% 4983
2025
Q4 		$6K Hold
300
– – ﹤0.01% 4744
2025
Q3 		$5K Hold
300
– – ﹤0.01% 4723
2025
Q2 		$4K Hold
300
– – ﹤0.01% 4678
2025
Q1 		$4K Hold
300
– – ﹤0.01% 4532
2024
Q4 		$5K Hold
300
– – ﹤0.01% 4197
2024
Q3 		$5K Hold
300
– – ﹤0.01% 4095
2024
Q2 		$5K Hold
300
– – ﹤0.01% 3860
2024
Q1 		$6K Hold
300
– – ﹤0.01% 3572
2023
Q4 		$6K Hold
300
– – ﹤0.01% 3416
2023
Q3 		$5K Hold
300
– – ﹤0.01% 3449
2023
Q2 		$5K Hold
300
– – ﹤0.01% 3435
2023
Q1 		$5K Hold
300
– – ﹤0.01% 3283
2022
Q4 		$5K Hold
300
– – ﹤0.01% 3164
2022
Q3 		$4K Hold
300
– – ﹤0.01% 3168
2022
Q2 		$5K Hold
300
– – ﹤0.01% 2967
2022
Q1 		$6K Hold
300
– – ﹤0.01% 2741
2021
Q4 		$4K Buy
+300
New +$4.82K ﹤0.01% 2822

Other funds holding FONR

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Fonar (FONR) position steady in Q1 2026 at 300 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4983.

Carson Wealth (CWM LLC) first reported a position in FONR in Q4 2021 and has held it in 18 quarters since. The position peaked at $6K in Q4 2025. 42 funds tracked by Wall St. Rank hold FONR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 300 shares of Fonar worth $5.57K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Fonar share count unchanged in Q1 2026.
  • Fonar made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4983 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fonar in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Fonar position peaked at $6K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Fonar as of Q1 2026.

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