Carson Wealth (CWM LLC)
GOLF icon

Carson Wealth (CWM LLC)’s Acushnet Holdings GOLF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOLF Stock Details GOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$840K Sell
8,984
-158
-2% -$15K ﹤0.01% 1655
2025
Q4 		$730K Sell
9,142
-1,494
-14% -$121K ﹤0.01% 1681
2025
Q3 		$835K Sell
10,636
-685
-6% -$53.2K ﹤0.01% 1509
2025
Q2 		$824K Sell
11,321
-117
-1% -$7.89K ﹤0.01% 1349
2025
Q1 		$785K Sell
11,438
-1,220
-10% -$82.8K ﹤0.01% 1271
2024
Q4 		$900K Sell
12,658
-491
-4% -$33.4K ﹤0.01% 1139
2024
Q3 		$838K Sell
13,149
-788
-6% -$52K ﹤0.01% 1133
2024
Q2 		$885K Sell
13,937
-1,475
-10% -$94.1K ﹤0.01% 956
2024
Q1 		$1.02M Buy
15,412
+15,133
+5,424% +$980K ﹤0.01% 846
2023
Q4 		$18K Buy
279
+23
+9% +$1.29K ﹤0.01% 2833
2023
Q3 		$14K Buy
256
+2
+0.8% +$112 ﹤0.01% 2914
2023
Q2 		$14K Buy
254
+15
+6% +$742 ﹤0.01% 2865
2023
Q1 		$12K Sell
239
-64
-21% -$3.1K ﹤0.01% 2852
2022
Q4 		$13K Buy
303
+192
+173% +$8.65K ﹤0.01% 2647
2022
Q3 		$5K Hold
111
– – ﹤0.01% 3067
2022
Q2 		$5K Sell
111
-5
-4% -$206 ﹤0.01% 2974
2022
Q1 		$5K Buy
116
+5
+5% +$226 ﹤0.01% 2832
2021
Q4 		$6K Buy
+111
New +$5.83K ﹤0.01% 2637
2021
Q2 		$5K Hold
111
– – ﹤0.01% 2351
2021
Q1 		$5K Hold
111
– – ﹤0.01% 2351
2020
Q4 		$5K Hold
111
– – ﹤0.01% 2351
2020
Q3 		$5K Hold
111
– – ﹤0.01% 2351
2020
Q2 		$5K Hold
111
– – ﹤0.01% 2349
2020
Q1 		$5K Hold
111
– – ﹤0.01% 2349
2019
Q4 		$5K Hold
111
– – ﹤0.01% 2349
2019
Q3 		$5K Hold
111
– – ﹤0.01% 2349
2019
Q2 		$5K Hold
111
– – ﹤0.01% 2349
2019
Q1 		$5K Buy
111
+72
+185% +$1.68K ﹤0.01% 2348
2018
Q4 		$1K Buy
+39
New +$929 ﹤0.01% 1897

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Acushnet Holdings (GOLF) stake by 1.7% in Q1 2026, selling an estimated $15K and leaving 8,984 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Carson Wealth (CWM LLC) first reported a position in GOLF in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.02M in Q1 2024. 319 funds tracked by Wall St. Rank hold GOLF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,984 shares of Acushnet Holdings worth $840K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 158 Acushnet Holdings shares in Q1 2026, an estimated $15K.
  • Acushnet Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1655 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acushnet Holdings in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Acushnet Holdings position peaked at $1.02M in Q1 2024.
  • 319 funds tracked by Wall St. Rank held Acushnet Holdings as of Q1 2026.

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