Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Monarch Casino & Resort MCRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$504K Buy
5,274
+2,068
+65% +$197K ﹤0.01% 2010
2025
Q4 		$307K Buy
3,206
+510
+19% +$49K ﹤0.01% 2239
2025
Q3 		$285K Buy
2,696
+883
+49% +$88.6K ﹤0.01% 2171
2025
Q2 		$157K Sell
1,813
-14
-0.8% -$1.13K ﹤0.01% 2375
2025
Q1 		$142K Buy
1,827
+1,326
+265% +$113K ﹤0.01% 2141
2024
Q4 		$40K Buy
501
+276
+123% +$22.3K ﹤0.01% 2961
2024
Q3 		$18K Buy
225
+38
+20% +$2.79K ﹤0.01% 3435
2024
Q2 		$13K Buy
187
+75
+67% +$5.13K ﹤0.01% 3396
2024
Q1 		$8K Buy
112
+15
+15% +$1.04K ﹤0.01% 3459
2023
Q4 		$7K Sell
97
-9
-8% -$573 ﹤0.01% 3355
2023
Q3 		$7K Buy
106
+94
+783% +$6.34K ﹤0.01% 3308
2023
Q2 		$1K Buy
12
+10
+500% +$698 ﹤0.01% 4001
2023
Q1 		$0 Sell
2
-61
-97% -$4.64K ﹤0.01% 4227
2022
Q4 		$5K Buy
+63
New +$4.76K ﹤0.01% 3194
2022
Q2 		– Sell
-27
Closed -$2K – 3981
2022
Q1 		$2K Sell
27
-22
-45% -$1.65K ﹤0.01% 3197
2021
Q4 		$4K Buy
+49
New +$3.42K ﹤0.01% 2848

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Monarch Casino & Resort (MCRI) stake by 65% in Q1 2026, buying an estimated $197K and bringing the position to 5,274 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Carson Wealth (CWM LLC) first reported a position in MCRI in Q4 2021 and has held it in 16 quarters since. 241 funds tracked by Wall St. Rank hold MCRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,274 shares of Monarch Casino & Resort worth $504K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,068 Monarch Casino & Resort shares in Q1 2026, an estimated $197K.
  • Monarch Casino & Resort made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2010 holding.
  • Carson Wealth (CWM LLC) first reported a position in Monarch Casino & Resort in Q4 2021 and has held it in 16 quarters since.
  • 241 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2026.

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