Carson Wealth (CWM LLC)
HWKN icon

Carson Wealth (CWM LLC)’s Hawkins HWKN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.6K Buy
199
+78
+64% +$11.4K ﹤0.01% 4151
2025
Q4 		$17K Sell
121
-3
-2% -$442 ﹤0.01% 4260
2025
Q3 		$23K Buy
124
+14
+13% +$2.34K ﹤0.01% 4036
2025
Q2 		$16K Buy
110
+24
+28% +$3.02K ﹤0.01% 4039
2025
Q1 		$9K Buy
86
+6
+8% +$659 ﹤0.01% 4160
2024
Q4 		$10K Buy
80
+22
+38% +$2.78K ﹤0.01% 3864
2024
Q3 		$7K Buy
58
+29
+100% +$3.28K ﹤0.01% 3943
2024
Q2 		$3K Sell
29
-87
-75% -$7.13K ﹤0.01% 4074
2024
Q1 		$9K Buy
116
+102
+729% +$7K ﹤0.01% 3399
2023
Q4 		$1K Sell
14
-27
-66% -$1.68K ﹤0.01% 3963
2023
Q3 		$2K Sell
41
-2
-5% -$108 ﹤0.01% 3812
2023
Q2 		$2K Hold
43
– – ﹤0.01% 3803
2023
Q1 		$2K Buy
43
+17
+65% +$688 ﹤0.01% 3657
2022
Q4 		$1K Hold
26
– – ﹤0.01% 3759
2022
Q3 		$1K Buy
+26
New +$1.01K ﹤0.01% 3664
2022
Q2 		– Sell
-20
Closed -$1K – 3926
2022
Q1 		$1K Buy
+20
New +$842 ﹤0.01% 3352

Other funds holding HWKN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return