Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kelly Services Class A KELYA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KELYA Stock Details KELYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
115,635
+8,802
+8% +$83.9K ﹤0.01% 1525
2025
Q4 		$940K Buy
106,833
+9,032
+9% +$91.8K ﹤0.01% 1534
2025
Q3 		$1.28M Buy
97,801
+35,698
+57% +$476K ﹤0.01% 1278
2025
Q2 		$727K Buy
62,103
+11,366
+22% +$134K ﹤0.01% 1417
2025
Q1 		$668K Buy
50,737
+6,082
+14% +$83.1K ﹤0.01% 1341
2024
Q4 		$622K Sell
44,655
-542
-1% -$9.14K ﹤0.01% 1295
2024
Q3 		$968K Sell
45,197
-1,343
-3% -$28.5K ﹤0.01% 1052
2024
Q2 		$996K Sell
46,540
-5,127
-10% -$116K ﹤0.01% 887
2024
Q1 		$1.29M Sell
51,667
-6,128
-11% -$138K 0.01% 753
2023
Q4 		$1.25M Sell
57,795
-5,268
-8% -$105K 0.01% 717
2023
Q3 		$1.15M Sell
63,063
-4,673
-7% -$84.3K 0.01% 688
2023
Q2 		$1.19M Sell
67,736
-4,531
-6% -$78.4K 0.01% 644
2023
Q1 		$1.2M Buy
72,267
+2,033
+3% +$34.6K 0.01% 606
2022
Q4 		$1.19M Buy
70,234
+5,231
+8% +$83.8K 0.01% 564
2022
Q3 		$883K Sell
65,003
-1,819
-3% -$32.8K 0.01% 587
2022
Q2 		$1.32M Sell
66,822
-3,538
-5% -$69.5K 0.01% 496
2022
Q1 		$1.53M Sell
70,360
-10,615
-13% -$207K 0.01% 458
2021
Q4 		$1.36M Buy
+80,975
New +$1.48M 0.01% 520
2021
Q2 		$2.04M Hold
85,039
– – 0.02% 421
2021
Q1 		$2.04M Hold
85,039
– – 0.02% 421
2020
Q4 		$2.04M Hold
85,039
– – 0.02% 421
2020
Q3 		$2.04M Hold
85,039
– – 0.02% 421
2020
Q2 		$2.04M Hold
85,039
– – 0.02% 421
2020
Q1 		$2.04M Hold
85,039
– – 0.02% 421
2019
Q4 		$2.04M Hold
85,039
– – 0.02% 421
2019
Q3 		$2.04M Hold
85,039
– – 0.02% 421
2019
Q2 		$2.04M Hold
85,039
– – 0.02% 421
2019
Q1 		$2.04M Buy
+85,039
New +$1.95M 0.02% 421

Other funds holding KELYA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kelly Services Class A (KELYA) stake by 8.2% in Q1 2026, buying an estimated $83.9K and bringing the position to 115,635 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Carson Wealth (CWM LLC) first reported a position in KELYA in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.04M in Q2 2021. 161 funds tracked by Wall St. Rank hold KELYA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 115,635 shares of Kelly Services Class A worth $1.02M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,802 Kelly Services Class A shares in Q1 2026, an estimated $83.9K.
  • Kelly Services Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1525 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kelly Services Class A in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Kelly Services Class A position peaked at $2.04M in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Kelly Services Class A as of Q1 2026.

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