Carson Wealth (CWM LLC)
GFF icon

Carson Wealth (CWM LLC)’s Griffon GFF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GFF Stock Details GFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.3K Sell
788
-204
-21% -$16.5K ﹤0.01% 3714
2025
Q4 		$73K Sell
992
-847
-46% -$63K ﹤0.01% 3313
2025
Q3 		$140K Buy
1,839
+878
+91% +$67.7K ﹤0.01% 2720
2025
Q2 		$70K Sell
961
-1,039
-52% -$72.4K ﹤0.01% 3008
2025
Q1 		$143K Buy
2,000
+414
+26% +$30.5K ﹤0.01% 2136
2024
Q4 		$113K Buy
1,586
+450
+40% +$32.6K ﹤0.01% 2203
2024
Q3 		$80K Buy
1,136
+1,035
+1,025% +$68.6K ﹤0.01% 2343
2024
Q2 		$6K Buy
101
+5
+5% +$338 ﹤0.01% 3771
2024
Q1 		$7K Sell
96
-6
-6% -$392 ﹤0.01% 3501
2023
Q4 		$6K Buy
102
+58
+132% +$2.68K ﹤0.01% 3423
2023
Q3 		$2K Hold
44
– – ﹤0.01% 3799
2023
Q2 		$2K Sell
44
-183
-81% -$6K ﹤0.01% 3795
2023
Q1 		$7K Sell
227
-37
-14% -$1.35K ﹤0.01% 3139
2022
Q4 		$9K Buy
+264
New +$8.81K ﹤0.01% 2850

Other funds holding GFF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Griffon (GFF) stake by 21% in Q1 2026, selling an estimated $16.5K and leaving 788 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3714.

Carson Wealth (CWM LLC) first reported a position in GFF in Q4 2022 and has held it in 14 quarters since. The position peaked at $143K in Q1 2025. 339 funds tracked by Wall St. Rank hold GFF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 788 shares of Griffon worth $57.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 204 Griffon shares in Q1 2026, an estimated $16.5K.
  • Griffon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3714 holding.
  • Carson Wealth (CWM LLC) first reported a position in Griffon in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Griffon position peaked at $143K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Griffon as of Q1 2026.

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