Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s HCI Group HCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$703K	Sell	4,547 -1,501	-25%	-$246K	﹤0.01%	1785
2025 Q4	$1.16M	Buy	6,048 +356	+6%	+$67.1K	﹤0.01%	1407
2025 Q3	$1.09M	Buy	5,692 +4,029	+242%	+$638K	﹤0.01%	1355
2025 Q2	$253K	Buy	1,663 +32	+2%	+$4.91K	﹤0.01%	1980
2025 Q1	$243K	Buy	1,631 +68	+4%	+$8.62K	﹤0.01%	1797
2024 Q4	$182K	Buy	1,563 +323	+26%	+$36.8K	﹤0.01%	1886
2024 Q3	$133K	Buy	1,240 +316	+34%	+$30K	﹤0.01%	2006
2024 Q2	$85K	Buy	924 +495	+115%	+$51.6K	﹤0.01%	2082
2024 Q1	$50K	Buy	429 +268	+166%	+$26.3K	﹤0.01%	2295
2023 Q4	$14K	Sell	161 -32	-17%	-$2.34K	﹤0.01%	2987
2023 Q3	$10K	Hold	193	–	–	﹤0.01%	3132
2023 Q2	$12K	Hold	193	–	–	﹤0.01%	2980
2023 Q1	$10K	Hold	193	–	–	﹤0.01%	2946
2022 Q4	$8K	Buy	193 +172	+819%	+$6.33K	﹤0.01%	2930
2022 Q3	$1K	Buy	+21	New	+$1.2K	﹤0.01%	3661
2022 Q1	–	Sell	-11	Closed	-$1K	–	3653
2021 Q4	$1K	Buy	+11	New	+$1.28K	﹤0.01%	3307

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American Century Companies

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Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return