Carson Wealth (CWM LLC)
FUL icon

Carson Wealth (CWM LLC)’s H.B. Fuller FUL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Sell
4,194
-2,082
-33% -$128K ﹤0.01% 2504
2025
Q4 		$373K Buy
6,276
+1,826
+41% +$107K ﹤0.01% 2104
2025
Q3 		$264K Buy
4,450
+828
+23% +$49.8K ﹤0.01% 2231
2025
Q2 		$218K Buy
3,622
+2,957
+445% +$163K ﹤0.01% 2103
2025
Q1 		$37K Buy
665
+449
+208% +$26.5K ﹤0.01% 3222
2024
Q4 		$15K Sell
216
-159
-42% -$11.9K ﹤0.01% 3625
2024
Q3 		$30K Buy
375
+137
+58% +$11.1K ﹤0.01% 3090
2024
Q2 		$18K Buy
238
+171
+255% +$13.3K ﹤0.01% 3177
2024
Q1 		$5K Sell
67
-43
-39% -$3.37K ﹤0.01% 3653
2023
Q4 		$9K Sell
110
-68
-38% -$5.02K ﹤0.01% 3240
2023
Q3 		$12K Hold
178
– – ﹤0.01% 3037
2023
Q2 		$13K Sell
178
-52
-23% -$3.42K ﹤0.01% 2916
2023
Q1 		$16K Sell
230
-33
-13% -$2.3K ﹤0.01% 2647
2022
Q4 		$19K Buy
263
+42
+19% +$3.03K ﹤0.01% 2405
2022
Q3 		$13K Sell
221
-2,290
-91% -$146K ﹤0.01% 2512
2022
Q2 		$151K Sell
2,511
-19
-0.8% -$1.27K ﹤0.01% 1156
2022
Q1 		$167K Buy
2,530
+180
+8% +$12.7K ﹤0.01% 1113
2021
Q4 		$190K Buy
+2,350
New +$174K ﹤0.01% 1047
2021
Q2 		$146K Hold
2,297
– – ﹤0.01% 1003
2021
Q1 		$146K Hold
2,297
– – ﹤0.01% 1003
2020
Q4 		$146K Hold
2,297
– – ﹤0.01% 1003
2020
Q3 		$146K Hold
2,297
– – ﹤0.01% 1003
2020
Q2 		$146K Hold
2,297
– – ﹤0.01% 1003
2020
Q1 		$146K Hold
2,297
– – ﹤0.01% 1003
2019
Q4 		$146K Hold
2,297
– – ﹤0.01% 1003
2019
Q3 		$146K Hold
2,297
– – ﹤0.01% 1003
2019
Q2 		$146K Hold
2,297
– – ﹤0.01% 1003
2019
Q1 		$146K Buy
2,297
+2,282
+15,213% +$109K ﹤0.01% 1003
2018
Q4 		$1K Buy
+15
New +$679 ﹤0.01% 1891
2017
Q1 		– Sell
-33
Closed -$2K – 1219
2016
Q4 		$2K Buy
+33
New +$1.53K ﹤0.01% 980

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its H.B. Fuller (FUL) stake by 33% in Q1 2026, selling an estimated $128K and leaving 4,194 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Carson Wealth (CWM LLC) first reported a position in FUL in Q4 2016 and has held it in 30 quarters since. The position peaked at $373K in Q4 2025. 338 funds tracked by Wall St. Rank hold FUL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,194 shares of H.B. Fuller worth $259K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,082 H.B. Fuller shares in Q1 2026, an estimated $128K.
  • H.B. Fuller made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2504 holding.
  • Carson Wealth (CWM LLC) first reported a position in H.B. Fuller in Q4 2016 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s H.B. Fuller position peaked at $373K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held H.B. Fuller as of Q1 2026.

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