Carson Wealth (CWM LLC)
LESL icon

Carson Wealth (CWM LLC)’s Leslie's LESL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LESL Stock Details LESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$367 Sell
328
-250
-43% -$321 ﹤0.01% 5483
2025
Q4 		$1K Sell
578
-3,022
-84% -$9.8K ﹤0.01% 5245
2025
Q3 		$20K Sell
3,600
-6,300
-64% -$46.4K ﹤0.01% 4125
2025
Q2 		$83K Buy
9,900
+7,554
+322% +$99.5K ﹤0.01% 2877
2025
Q1 		$35K Buy
2,346
+2,158
+1,148% +$66.2K ﹤0.01% 3261
2024
Q4 		$8K Sell
188
-463
-71% -$24.6K ﹤0.01% 3994
2024
Q3 		$41K Buy
651
+585
+886% +$36.1K ﹤0.01% 2848
2024
Q2 		$6K Buy
66
+16
+32% +$1.56K ﹤0.01% 3788
2024
Q1 		$6K Buy
50
+6
+14% +$859 ﹤0.01% 3588
2023
Q4 		$6K Sell
44
-106
-71% -$11.7K ﹤0.01% 3440
2023
Q3 		$17K Buy
150
+120
+400% +$15.7K ﹤0.01% 2790
2023
Q2 		$6K Sell
30
-21
-41% -$4.34K ﹤0.01% 3359
2023
Q1 		$11K Buy
51
+2
+4% +$519 ﹤0.01% 2893
2022
Q4 		$12K Buy
49
+20
+69% +$5.56K ﹤0.01% 2700
2022
Q3 		$9K Sell
29
-5
-15% -$1.5K ﹤0.01% 2755
2022
Q2 		$10K Buy
34
+8
+31% +$2.99K ﹤0.01% 2587
2022
Q1 		$10K Buy
+26
New +$10.8K ﹤0.01% 2477

Other funds holding LESL

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Leslie's (LESL) stake by 43% in Q1 2026, selling an estimated $321 and leaving 328 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #5483.

Carson Wealth (CWM LLC) first reported a position in LESL in Q1 2022 and has held it in 17 quarters since. The position peaked at $83K in Q2 2025. 43 funds tracked by Wall St. Rank hold LESL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 328 shares of Leslie's worth $367 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 250 Leslie's shares in Q1 2026, an estimated $321.
  • Leslie's made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5483 holding.
  • Carson Wealth (CWM LLC) first reported a position in Leslie's in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Leslie's position peaked at $83K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Leslie's as of Q1 2026.

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