Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hilton Grand Vacations HGV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Buy
2,778
+1,456
+110% +$65.3K ﹤0.01% 3191
2025
Q4 		$59K Sell
1,322
-111
-8% -$4.72K ﹤0.01% 3476
2025
Q3 		$60K Buy
1,433
+156
+12% +$7.18K ﹤0.01% 3373
2025
Q2 		$53K Buy
1,277
+525
+70% +$19.8K ﹤0.01% 3233
2025
Q1 		$28K Buy
752
+143
+23% +$5.7K ﹤0.01% 3441
2024
Q4 		$24K Buy
609
+107
+21% +$4.22K ﹤0.01% 3316
2024
Q3 		$18K Buy
502
+83
+20% +$3.21K ﹤0.01% 3430
2024
Q2 		$17K Sell
419
-16
-4% -$679 ﹤0.01% 3218
2024
Q1 		$21K Buy
435
+37
+9% +$1.62K ﹤0.01% 2873
2023
Q4 		$16K Sell
398
-83
-17% -$3.12K ﹤0.01% 2907
2023
Q3 		$20K Sell
481
-54
-10% -$2.38K ﹤0.01% 2684
2023
Q2 		$24K Buy
535
+2
+0.4% +$89 ﹤0.01% 2512
2023
Q1 		$24K Buy
533
+138
+35% +$6.25K ﹤0.01% 2370
2022
Q4 		$15K Sell
395
-17
-4% -$672 ﹤0.01% 2559
2022
Q3 		$14K Buy
412
+43
+12% +$1.72K ﹤0.01% 2467
2022
Q2 		$13K Buy
369
+100
+37% +$4.45K ﹤0.01% 2418
2022
Q1 		$14K Buy
269
+214
+389% +$10.8K ﹤0.01% 2297
2021
Q4 		$3K Buy
+55
New +$2.75K ﹤0.01% 2981

Other funds holding HGV

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its Hilton Grand Vacations (HGV) stake by 110% in Q1 2026, buying an estimated $65.3K and bringing the position to 2,778 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Carson Wealth (CWM LLC) first reported a position in HGV in Q4 2021 and has held it in 18 quarters since. 265 funds tracked by Wall St. Rank hold HGV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,778 shares of Hilton Grand Vacations worth $109K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,456 Hilton Grand Vacations shares in Q1 2026, an estimated $65.3K.
  • Hilton Grand Vacations made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3191 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hilton Grand Vacations in Q4 2021 and has held it in 18 quarters since.
  • 265 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q1 2026.

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