Carson Wealth (CWM LLC)
HAYW icon

Carson Wealth (CWM LLC)’s Hayward Holdings HAYW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HAYW Stock Details HAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
94,632
-42,394
-31% -$660K ﹤0.01% 1415
2025
Q4 		$2.12M Buy
137,026
+57,029
+71% +$901K 0.01% 1125
2025
Q3 		$1.21M Buy
79,997
+22,731
+40% +$348K ﹤0.01% 1303
2025
Q2 		$790K Sell
57,266
-37,881
-40% -$511K ﹤0.01% 1381
2025
Q1 		$1.32M Sell
95,147
-1,974
-2% -$28.7K 0.01% 1009
2024
Q4 		$1.49M Buy
97,121
+65,072
+203% +$1.02M 0.01% 903
2024
Q3 		$492K Buy
32,049
+31,692
+8,877% +$439K ﹤0.01% 1319
2024
Q2 		$4K Buy
357
+209
+141% +$2.91K ﹤0.01% 3960
2024
Q1 		$2K Hold
148
– – ﹤0.01% 3983
2023
Q4 		$2K Buy
148
+23
+18% +$283 ﹤0.01% 3805
2023
Q3 		$2K Hold
125
– – ﹤0.01% 3805
2023
Q2 		$2K Hold
125
– – ﹤0.01% 3801
2023
Q1 		$1K Hold
125
– – ﹤0.01% 3840
2022
Q4 		$1K Buy
+125
New +$1.16K ﹤0.01% 3756
2022
Q3 		– Sell
-57
Closed -$1K – 4027
2022
Q2 		$1K Sell
57
-160
-74% -$2.47K ﹤0.01% 3551
2022
Q1 		$4K Buy
+217
New +$4.11K ﹤0.01% 2926

Other funds holding HAYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Hayward Holdings (HAYW) stake by 31% in Q1 2026, selling an estimated $660K and leaving 94,632 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Carson Wealth (CWM LLC) first reported a position in HAYW in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q4 2025. 301 funds tracked by Wall St. Rank hold HAYW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 94,632 shares of Hayward Holdings worth $1.27M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 42,394 Hayward Holdings shares in Q1 2026, an estimated $660K.
  • Hayward Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1415 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hayward Holdings in Q1 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Hayward Holdings position peaked at $2.12M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Hayward Holdings as of Q1 2026.

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