Carson Wealth (CWM LLC)
H icon

Carson Wealth (CWM LLC)’s Hyatt Hotels H Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$338K Sell
2,350
-804
-25% -$128K ﹤0.01% 2305
2025
Q4 		$506K Sell
3,154
-1,510
-32% -$231K ﹤0.01% 1911
2025
Q3 		$662K Buy
4,664
+177
+4% +$25.4K ﹤0.01% 1638
2025
Q2 		$627K Sell
4,487
-2,011
-31% -$251K ﹤0.01% 1496
2025
Q1 		$796K Sell
6,498
-22
-0.3% -$3.17K ﹤0.01% 1262
2024
Q4 		$1.02M Sell
6,520
-649
-9% -$101K ﹤0.01% 1069
2024
Q3 		$1.09M Sell
7,169
-43
-0.6% -$6.35K ﹤0.01% 976
2024
Q2 		$1.1M Sell
7,212
-18
-0.2% -$2.7K 0.01% 846
2024
Q1 		$1.15M Buy
7,230
+6,391
+762% +$900K 0.01% 802
2023
Q4 		$109K Buy
839
+14
+2% +$1.59K ﹤0.01% 1704
2023
Q3 		$88K Sell
825
-2
-0.2% -$228 ﹤0.01% 1715
2023
Q2 		$95K Buy
827
+74
+10% +$8.37K ﹤0.01% 1595
2023
Q1 		$84K Buy
753
+51
+7% +$5.58K ﹤0.01% 1581
2022
Q4 		$63K Buy
702
+86
+14% +$7.9K ﹤0.01% 1612
2022
Q3 		$50K Buy
616
+49
+9% +$4.17K ﹤0.01% 1652
2022
Q2 		$42K Buy
567
+211
+59% +$18.3K ﹤0.01% 1700
2022
Q1 		$34K Buy
356
+84
+31% +$7.88K ﹤0.01% 1790
2021
Q4 		$26K Buy
+272
New +$23.2K ﹤0.01% 1846
2021
Q2 		$21K Hold
271
– – ﹤0.01% 1774
2021
Q1 		$21K Hold
271
– – ﹤0.01% 1774
2020
Q4 		$21K Hold
271
– – ﹤0.01% 1774
2020
Q3 		$21K Hold
271
– – ﹤0.01% 1774
2020
Q2 		$21K Hold
271
– – ﹤0.01% 1774
2020
Q1 		$21K Hold
271
– – ﹤0.01% 1774
2019
Q4 		$21K Hold
271
– – ﹤0.01% 1774
2019
Q3 		$21K Hold
271
– – ﹤0.01% 1774
2019
Q2 		$21K Hold
271
– – ﹤0.01% 1774
2019
Q1 		$21K Buy
+271
New +$19.2K ﹤0.01% 1774

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Hyatt Hotels (H) stake by 25% in Q1 2026, selling an estimated $128K and leaving 2,350 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Carson Wealth (CWM LLC) first reported a position in H in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.15M in Q1 2024. 486 funds tracked by Wall St. Rank hold H as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,350 shares of Hyatt Hotels worth $338K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 804 Hyatt Hotels shares in Q1 2026, an estimated $128K.
  • Hyatt Hotels made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2305 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hyatt Hotels in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Hyatt Hotels position peaked at $1.15M in Q1 2024.
  • 486 funds tracked by Wall St. Rank held Hyatt Hotels as of Q1 2026.

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