Carson Wealth (CWM LLC)
HFFG icon

Carson Wealth (CWM LLC)’s HF Foods Group HFFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HFFG Stock Details HFFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.17K Buy
2,253
+1,906
+549% +$3.65K ﹤0.01% 5085
2025
Q4 		$1K Buy
347
+66
+23% +$159 ﹤0.01% 5225
2025
Q3 		$1K Sell
281
-92
-25% -$294 ﹤0.01% 5129
2025
Q2 		$1K Sell
373
-119
-24% -$453 ﹤0.01% 5011
2025
Q1 		$2K Buy
492
+117
+31% +$320 ﹤0.01% 4759
2024
Q4 		$1K Buy
375
+141
+60% +$494 ﹤0.01% 4712
2024
Q3 		$1K Buy
234
+178
+318% +$579 ﹤0.01% 4592
2024
Q2 		$0 Sell
56
-6
-10% -$19 ﹤0.01% 4724
2024
Q1 		$0 Hold
62
– – ﹤0.01% 4490
2023
Q4 		$0 Sell
62
-103
-62% -$468 ﹤0.01% 4293
2023
Q3 		$1K Hold
165
– – ﹤0.01% 3994
2023
Q2 		$1K Hold
165
– – ﹤0.01% 3968
2023
Q1 		$1K Hold
165
– – ﹤0.01% 3842
2022
Q4 		$1K Buy
+165
New +$696 ﹤0.01% 3757
2022
Q3 		– Sell
-875
Closed -$5K – 4030
2022
Q2 		$5K Buy
+875
New +$4.9K ﹤0.01% 2976

Other funds holding HFFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its HF Foods Group (HFFG) stake by 549% in Q1 2026, buying an estimated $3.65K and bringing the position to 2,253 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5085.

Carson Wealth (CWM LLC) first reported a position in HFFG in Q2 2022 and has held it in 15 quarters since. The position peaked at $5K in Q2 2022. 67 funds tracked by Wall St. Rank hold HFFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,253 shares of HF Foods Group worth $4.17K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,906 HF Foods Group shares in Q1 2026, an estimated $3.65K.
  • HF Foods Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5085 holding.
  • Carson Wealth (CWM LLC) first reported a position in HF Foods Group in Q2 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s HF Foods Group position peaked at $5K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held HF Foods Group as of Q1 2026.

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