Carson Wealth (CWM LLC)
HCSG icon

Carson Wealth (CWM LLC)’s Healthcare Services Group HCSG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
68,024
+6,560
+11% +$129K ﹤0.01% 1417
2025
Q4 		$1.18M Buy
61,464
+8,814
+17% +$159K ﹤0.01% 1403
2025
Q3 		$886K Buy
52,650
+28,016
+114% +$417K ﹤0.01% 1488
2025
Q2 		$370K Buy
24,634
+8,185
+50% +$109K ﹤0.01% 1740
2025
Q1 		$166K Sell
16,449
-1,515
-8% -$16.6K ﹤0.01% 2051
2024
Q4 		$209K Sell
17,964
-1,188
-6% -$13.5K ﹤0.01% 1798
2024
Q3 		$214K Buy
19,152
+3,511
+22% +$38.5K ﹤0.01% 1722
2024
Q2 		$165K Buy
15,641
+3,284
+27% +$36.4K ﹤0.01% 1689
2024
Q1 		$154K Buy
12,357
+1,411
+13% +$15.6K ﹤0.01% 1642
2023
Q4 		$114K Buy
10,946
+737
+7% +$7.36K ﹤0.01% 1678
2023
Q3 		$106K Buy
10,209
+6,475
+173% +$80.5K ﹤0.01% 1589
2023
Q2 		$56K Buy
3,734
+70
+2% +$1.01K ﹤0.01% 1890
2023
Q1 		$51K Buy
3,664
+532
+17% +$7K ﹤0.01% 1859
2022
Q4 		$38K Buy
3,132
+1,793
+134% +$23.7K ﹤0.01% 1911
2022
Q3 		$16K Buy
1,339
+870
+186% +$12.8K ﹤0.01% 2377
2022
Q2 		$8K Buy
469
+4
+0.9% +$69 ﹤0.01% 2701
2022
Q1 		$9K Buy
465
+144
+45% +$2.48K ﹤0.01% 2539
2021
Q4 		$6K Buy
+321
New +$6.24K ﹤0.01% 2638
2021
Q2 		$17K Hold
534
– – ﹤0.01% 1865
2021
Q1 		$17K Hold
534
– – ﹤0.01% 1865
2020
Q4 		$17K Hold
534
– – ﹤0.01% 1865
2020
Q3 		$17K Hold
534
– – ﹤0.01% 1865
2020
Q2 		$17K Hold
534
– – ﹤0.01% 1865
2020
Q1 		$17K Hold
534
– – ﹤0.01% 1865
2019
Q4 		$17K Hold
534
– – ﹤0.01% 1865
2019
Q3 		$17K Hold
534
– – ﹤0.01% 1865
2019
Q2 		$17K Hold
534
– – ﹤0.01% 1865
2019
Q1 		$17K Buy
534
+47
+10% +$1.8K ﹤0.01% 1865
2018
Q4 		$20K Buy
487
+302
+163% +$12.8K ﹤0.01% 1140
2018
Q3 		$8K Sell
185
-27
-13% -$1.12K ﹤0.01% 1223
2018
Q2 		$9K Buy
+212
New +$8.42K ﹤0.01% 1032

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Healthcare Services Group (HCSG) stake by 11% in Q1 2026, buying an estimated $129K and bringing the position to 68,024 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Carson Wealth (CWM LLC) first reported a position in HCSG in Q2 2018 and has held it in 31 quarters since. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,024 shares of Healthcare Services Group worth $1.26M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,560 Healthcare Services Group shares in Q1 2026, an estimated $129K.
  • Healthcare Services Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1417 holding.
  • Carson Wealth (CWM LLC) first reported a position in Healthcare Services Group in Q2 2018 and has held it in 31 quarters since.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

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