Carson Wealth (CWM LLC)
LTH icon

Carson Wealth (CWM LLC)’s Life Time Group Holdings LTH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Buy
11,717
+5,331
+83% +$147K ﹤0.01% 2352
2025
Q4 		$170K Sell
6,386
-3,334
-34% -$86.8K ﹤0.01% 2698
2025
Q3 		$268K Buy
9,720
+2,617
+37% +$74.7K ﹤0.01% 2222
2025
Q2 		$215K Sell
7,103
-1,925
-21% -$57.1K ﹤0.01% 2118
2025
Q1 		$273K Buy
9,028
+6,321
+234% +$186K ﹤0.01% 1724
2024
Q4 		$60K Buy
2,707
+1,715
+173% +$41K ﹤0.01% 2662
2024
Q3 		$24K Buy
992
+636
+179% +$14.3K ﹤0.01% 3245
2024
Q2 		$7K Buy
356
+269
+309% +$4.25K ﹤0.01% 3720
2024
Q1 		$1K Sell
87
-357
-80% -$4.96K ﹤0.01% 4159
2023
Q4 		$7K Buy
444
+83
+23% +$1.19K ﹤0.01% 3354
2023
Q3 		$5K Buy
361
+100
+38% +$1.76K ﹤0.01% 3472
2023
Q2 		$5K Sell
261
-10
-4% -$191 ﹤0.01% 3450
2023
Q1 		$4K Buy
271
+56
+26% +$960 ﹤0.01% 3399
2022
Q4 		$3K Hold
215
– – ﹤0.01% 3426
2022
Q3 		$2K Hold
215
– – ﹤0.01% 3489
2022
Q2 		$3K Buy
+215
New +$3.07K ﹤0.01% 3209
2022
Q1 		– Sell
-215
Closed -$4K – 3721
2021
Q4 		$4K Buy
+215
New +$4.01K ﹤0.01% 2847

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Life Time Group Holdings (LTH) stake by 83% in Q1 2026, buying an estimated $147K and bringing the position to 11,717 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Carson Wealth (CWM LLC) first reported a position in LTH in Q4 2021 and has held it in 17 quarters since. 318 funds tracked by Wall St. Rank hold LTH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,717 shares of Life Time Group Holdings worth $316K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,331 Life Time Group Holdings shares in Q1 2026, an estimated $147K.
  • Life Time Group Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2352 holding.
  • Carson Wealth (CWM LLC) first reported a position in Life Time Group Holdings in Q4 2021 and has held it in 17 quarters since.
  • 318 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q1 2026.

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