Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Moelis & Co MC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$967K Buy
16,973
+2,783
+20% +$181K ﹤0.01% 1558
2025
Q4 		$975K Buy
14,190
+3,954
+39% +$264K ﹤0.01% 1511
2025
Q3 		$730K Buy
10,236
+237
+2% +$16.9K ﹤0.01% 1584
2025
Q2 		$623K Buy
9,999
+2,054
+26% +$115K ﹤0.01% 1499
2025
Q1 		$464K Buy
7,945
+5,409
+213% +$381K ﹤0.01% 1475
2024
Q4 		$187K Buy
2,536
+140
+6% +$10.1K ﹤0.01% 1866
2024
Q3 		$164K Buy
2,396
+48
+2% +$3.1K ﹤0.01% 1869
2024
Q2 		$134K Buy
2,348
+34
+1% +$1.84K ﹤0.01% 1802
2024
Q1 		$131K Buy
2,314
+2,019
+684% +$110K ﹤0.01% 1726
2023
Q4 		$17K Sell
295
-97
-25% -$4.56K ﹤0.01% 2876
2023
Q3 		$18K Sell
392
-314
-44% -$14.8K ﹤0.01% 2750
2023
Q2 		$32K Sell
706
-160
-18% -$6.38K ﹤0.01% 2317
2023
Q1 		$33K Sell
866
-26,655
-97% -$1.14M ﹤0.01% 2154
2022
Q4 		$1.06M Buy
27,521
+1,974
+8% +$80.1K 0.01% 600
2022
Q3 		$864K Buy
25,547
+508
+2% +$21.3K 0.01% 594
2022
Q2 		$985K Sell
25,039
-54
-0.2% -$2.36K 0.01% 566
2022
Q1 		$1.18M Sell
25,093
-2,575
-9% -$134K 0.01% 522
2021
Q4 		$1.73M Buy
+27,668
New +$1.85M 0.01% 462
2021
Q2 		$13K Hold
232
– – ﹤0.01% 1993
2021
Q1 		$13K Hold
232
– – ﹤0.01% 1993
2020
Q4 		$13K Hold
232
– – ﹤0.01% 1993
2020
Q3 		$13K Hold
232
– – ﹤0.01% 1993
2020
Q2 		$13K Hold
232
– – ﹤0.01% 1992
2020
Q1 		$13K Hold
232
– – ﹤0.01% 1992
2019
Q4 		$13K Hold
232
– – ﹤0.01% 1992
2019
Q3 		$13K Hold
232
– – ﹤0.01% 1992
2019
Q2 		$13K Hold
232
– – ﹤0.01% 1992
2019
Q1 		$13K Buy
+232
New +$9.91K ﹤0.01% 1992

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Moelis & Co (MC) stake by 20% in Q1 2026, buying an estimated $181K and bringing the position to 16,973 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Carson Wealth (CWM LLC) first reported a position in MC in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.73M in Q4 2021. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,973 shares of Moelis & Co worth $967K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,783 Moelis & Co shares in Q1 2026, an estimated $181K.
  • Moelis & Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1558 holding.
  • Carson Wealth (CWM LLC) first reported a position in Moelis & Co in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Moelis & Co position peaked at $1.73M in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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