Carson Wealth (CWM LLC)
KEQU icon

Carson Wealth (CWM LLC)’s Kewaunee Scientific KEQU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KEQU Stock Details KEQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$1K – 5412
2025
Q2 		$1K Hold
10
– – ﹤0.01% 5025
2025
Q1 		$0 Hold
10
– – ﹤0.01% 5129
2024
Q4 		$1K Hold
10
– – ﹤0.01% 4732
2024
Q3 		$0 Hold
10
– – ﹤0.01% 4983
2024
Q2 		$0 Hold
10
– – ﹤0.01% 4755
2024
Q1 		$0 Hold
10
– – ﹤0.01% 4527
2023
Q4 		$0 Hold
10
– – ﹤0.01% 4333
2023
Q3 		$0 Hold
10
– – ﹤0.01% 4349
2023
Q2 		$0 Buy
+10
New +$160 ﹤0.01% 4324

Other funds holding KEQU

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KEQU Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Kewaunee Scientific (KEQU) in Q3 2025, closing a stake of 10 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in KEQU in Q2 2023 and held it in 9 quarters. The position peaked at $1K in Q2 2025. 34 funds tracked by Wall St. Rank hold KEQU as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Kewaunee Scientific position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 Kewaunee Scientific shares in Q3 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Kewaunee Scientific in Q2 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Kewaunee Scientific position peaked at $1K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Kewaunee Scientific as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.