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

Carson Wealth (CWM LLC)’s Portfolio HCKT Stock Details HCKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$114K Buy
8,791
+5,292
+151% +$84.6K ﹤0.01% 3148
2025
Q4 		$69K Buy
3,499
+835
+31% +$15.8K ﹤0.01% 3366
2025
Q3 		$51K Sell
2,664
-1,417
-35% -$30.9K ﹤0.01% 3520
2025
Q2 		$104K Sell
4,081
-1,279
-24% -$32.6K ﹤0.01% 2683
2025
Q1 		$157K Sell
5,360
-37
-0.7% -$1.11K ﹤0.01% 2080
2024
Q4 		$166K Buy
5,397
+336
+7% +$9.7K ﹤0.01% 1954
2024
Q3 		$133K Buy
5,061
+394
+8% +$9.89K ﹤0.01% 2007
2024
Q2 		$101K Buy
4,667
+2,051
+78% +$45.5K ﹤0.01% 1972
2024
Q1 		$64K Buy
2,616
+977
+60% +$23.2K ﹤0.01% 2142
2023
Q4 		$37K Sell
1,639
-15
-0.9% -$340 ﹤0.01% 2359
2023
Q3 		$39K Buy
1,654
+15
+0.9% +$349 ﹤0.01% 2219
2023
Q2 		$37K Buy
1,639
+139
+9% +$2.72K ﹤0.01% 2210
2023
Q1 		$28K Sell
1,500
-21
-1% -$423 ﹤0.01% 2267
2022
Q4 		$31K Buy
1,521
+21
+1% +$444 ﹤0.01% 2058
2022
Q3 		$27K Hold
1,500
– – ﹤0.01% 2025
2022
Q2 		$28K Hold
1,500
– – ﹤0.01% 1925
2022
Q1 		$35K Hold
1,500
– – ﹤0.01% 1777
2021
Q4 		$31K Buy
+1,500
New +$31.4K ﹤0.01% 1767
2021
Q2 		$27K Hold
1,500
– – ﹤0.01% 1660
2021
Q1 		$27K Hold
1,500
– – ﹤0.01% 1660
2020
Q4 		$27K Hold
1,500
– – ﹤0.01% 1660
2020
Q3 		$27K Hold
1,500
– – ﹤0.01% 1660
2020
Q2 		$27K Hold
1,500
– – ﹤0.01% 1660
2020
Q1 		$27K Hold
1,500
– – ﹤0.01% 1660
2019
Q4 		$27K Hold
1,500
– – ﹤0.01% 1660
2019
Q3 		$27K Hold
1,500
– – ﹤0.01% 1660
2019
Q2 		$27K Hold
1,500
– – ﹤0.01% 1660
2019
Q1 		$27K Hold
1,500
– – ﹤0.01% 1660
2018
Q4 		$24K Buy
+1,500
New +$28K ﹤0.01% 1079

Other funds holding HCKT

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Hackett Group (HCKT) stake by 151% in Q1 2026, buying an estimated $84.6K and bringing the position to 8,791 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

Carson Wealth (CWM LLC) first reported a position in HCKT in Q4 2018 and has held it in 29 quarters since. The position peaked at $166K in Q4 2024. 171 funds tracked by Wall St. Rank hold HCKT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,791 shares of Hackett Group worth $114K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,292 Hackett Group shares in Q1 2026, an estimated $84.6K.
  • Hackett Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3148 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hackett Group in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Hackett Group position peaked at $166K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Hackett Group as of Q1 2026.

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