Carson Wealth (CWM LLC)
HCWC

Carson Wealth (CWM LLC)’s Healthy Choice Wellness HCWC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42 Hold
169
– – ﹤0.01% 5607
2025
Q4 		$0 Hold
169
– – ﹤0.01% 5709
2025
Q3 		$0 Hold
169
– – ﹤0.01% 5612
2025
Q2 		$0 Hold
169
– – ﹤0.01% 5353
2025
Q1 		$0 Buy
169
+127
+302% +$105 ﹤0.01% 5245
2024
Q4 		$0 Hold
42
– – ﹤0.01% 5221
2024
Q3 		$0 Buy
+42
New +$132 ﹤0.01% 5220

Other funds holding HCWC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Healthy Choice Wellness (HCWC) position steady in Q1 2026 at 169 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #5607.

Carson Wealth (CWM LLC) first reported a position in HCWC in Q3 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold HCWC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 169 shares of Healthy Choice Wellness worth $42 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Healthy Choice Wellness share count unchanged in Q1 2026.
  • Healthy Choice Wellness made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5607 holding.
  • Carson Wealth (CWM LLC) first reported a position in Healthy Choice Wellness in Q3 2024 and has held it in 7 quarters since.
  • 35 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2026.

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