Carson Wealth (CWM LLC)
GRC icon

Carson Wealth (CWM LLC)’s Gorman-Rupp GRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GRC Stock Details GRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Buy
1,638
+32
+2% +$1.89K ﹤0.01% 3253
2025
Q4 		$77K Buy
1,606
+154
+11% +$7.17K ﹤0.01% 3270
2025
Q3 		$67K Buy
1,452
+464
+47% +$19.2K ﹤0.01% 3288
2025
Q2 		$36K Sell
988
-19
-2% -$683 ﹤0.01% 3506
2025
Q1 		$35K Sell
1,007
-338
-25% -$12.7K ﹤0.01% 3258
2024
Q4 		$51K Buy
1,345
+105
+8% +$4.2K ﹤0.01% 2782
2024
Q3 		$48K Buy
1,240
+319
+35% +$12.2K ﹤0.01% 2720
2024
Q2 		$34K Buy
921
+400
+77% +$14.1K ﹤0.01% 2752
2024
Q1 		$21K Buy
521
+7
+1% +$250 ﹤0.01% 2872
2023
Q4 		$18K Hold
514
– – ﹤0.01% 2834
2023
Q3 		$17K Buy
514
+36
+8% +$1.11K ﹤0.01% 2786
2023
Q2 		$14K Buy
478
+358
+298% +$9.12K ﹤0.01% 2866
2023
Q1 		$3K Buy
120
+87
+264% +$2.32K ﹤0.01% 3506
2022
Q4 		$1K Buy
+33
New +$872 ﹤0.01% 3754
2022
Q3 		– Sell
-113
Closed -$3K – 4022
2022
Q2 		$3K Sell
113
-353
-76% -$11K ﹤0.01% 3196
2022
Q1 		$17K Buy
466
+301
+182% +$11.7K ﹤0.01% 2173
2021
Q4 		$7K Buy
+165
New +$7.06K ﹤0.01% 2548

Other funds holding GRC

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Gorman-Rupp (GRC) stake by 2% in Q1 2026, buying an estimated $1.89K and bringing the position to 1,638 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3253.

Carson Wealth (CWM LLC) first reported a position in GRC in Q4 2021 and has held it in 17 quarters since. 219 funds tracked by Wall St. Rank hold GRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,638 shares of Gorman-Rupp worth $102K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 32 Gorman-Rupp shares in Q1 2026, an estimated $1.89K.
  • Gorman-Rupp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3253 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gorman-Rupp in Q4 2021 and has held it in 17 quarters since.
  • 219 funds tracked by Wall St. Rank held Gorman-Rupp as of Q1 2026.

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