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% 4136
2022
Q3 		$0 Buy
+12
New +$276 ﹤0.01% 4081
2019
Q1 		– Sell
-148
Closed -$3K – 3146
2018
Q4 		$3K Buy
+148
New +$4.12K ﹤0.01% 1667

Other funds holding MCFT

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its MasterCraft Boat Holdings (MCFT) stake by 157% in Q1 2026, buying an estimated $14.9K and bringing the position to 1,122 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #4321.

Carson Wealth (CWM LLC) first reported a position in MCFT in Q4 2018 and has held it in 16 quarters since. 124 funds tracked by Wall St. Rank hold MCFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,122 shares of MasterCraft Boat Holdings worth $23K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 686 MasterCraft Boat Holdings shares in Q1 2026, an estimated $14.9K.
  • MasterCraft Boat Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4321 holding.
  • Carson Wealth (CWM LLC) first reported a position in MasterCraft Boat Holdings in Q4 2018 and has held it in 16 quarters since.
  • 124 funds tracked by Wall St. Rank held MasterCraft Boat Holdings as of Q1 2026.

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