Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MasterCraft Boat Holdings MCFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MCFT Stock Details MCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23K Buy
1,122
+686
+157% +$14.9K ﹤0.01% 4321
2025
Q4 		$8K Sell
436
-49
-10% -$967 ﹤0.01% 4651
2025
Q3 		$10K Buy
485
+97
+25% +$2.03K ﹤0.01% 4481
2025
Q2 		$7K Buy
388
+323
+497% +$5.52K ﹤0.01% 4467
2025
Q1 		$1K Buy
65
+43
+195% +$780 ﹤0.01% 4939
2024
Q4 		$0 Buy
22
+18
+450% +$344 ﹤0.01% 5053
2024
Q3 		$0 Sell
4
-139
-97% -$2.64K ﹤0.01% 5007
2024
Q2 		$3K Sell
143
-169
-54% -$3.52K ﹤0.01% 4085
2024
Q1 		$7K Sell
312
-213
-41% -$4.58K ﹤0.01% 3521
2023
Q4 		$12K Buy
525
+154
+42% +$3.31K ﹤0.01% 3087
2023
Q3 		$8K Buy
371
+359
+2,992% +$9.23K ﹤0.01% 3252
2023
Q2 		$0 Hold
12
– – ﹤0.01% 4347
2023
Q1 		$0 Hold
12
– – ﹤0.01% 4225
2022
Q4 		$0 Hold
12
– – ﹤0.01% 4137
2022
Q3 		$0 Buy
+12
New +$276 ﹤0.01% 4081
2019
Q1 		– Sell
-148
Closed -$3K – 3147
2018
Q4 		$3K Buy
+148
New +$4.12K ﹤0.01% 1667

Other funds holding MCFT

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return