Carson Wealth (CWM LLC)
MD icon

Carson Wealth (CWM LLC)’s Pediatrix Medical MD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Sell
16,648
-206
-1% -$4.29K ﹤0.01% 2271
2025
Q4 		$361K Sell
16,854
-409
-2% -$8.38K ﹤0.01% 2135
2025
Q3 		$289K Buy
17,263
+6,526
+61% +$97.8K ﹤0.01% 2165
2025
Q2 		$154K Sell
10,737
-1,651
-13% -$22.6K ﹤0.01% 2392
2025
Q1 		$180K Buy
12,388
+4,361
+54% +$61.9K ﹤0.01% 1989
2024
Q4 		$105K Buy
8,027
+1,600
+25% +$22.1K ﹤0.01% 2254
2024
Q3 		$74K Buy
6,427
+3,681
+134% +$34.7K ﹤0.01% 2388
2024
Q2 		$21K Sell
2,746
-523
-16% -$4.33K ﹤0.01% 3083
2024
Q1 		$33K Buy
3,269
+1,376
+73% +$12.8K ﹤0.01% 2578
2023
Q4 		$18K Buy
1,893
+1,749
+1,215% +$18.1K ﹤0.01% 2844
2023
Q3 		$2K Buy
+144
New +$1.98K ﹤0.01% 3828
2023
Q1 		– Sell
-588
Closed -$9K – 4228
2022
Q4 		$9K Sell
588
-114
-16% -$1.86K ﹤0.01% 2865
2022
Q3 		$12K Buy
702
+575
+453% +$11.6K ﹤0.01% 2574
2022
Q2 		$3K Buy
127
+98
+338% +$2K ﹤0.01% 3210
2022
Q1 		$1K Buy
+29
New +$710 ﹤0.01% 3374
2018
Q1 		– Sell
-51
Closed -$3K – 1488
2017
Q4 		$3K Hold
51
– – ﹤0.01% 1208
2017
Q3 		$2K Buy
+51
New +$2.42K ﹤0.01% 1294

Other funds holding MD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Pediatrix Medical (MD) stake by 1.2% in Q1 2026, selling an estimated $4.29K and leaving 16,648 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Carson Wealth (CWM LLC) first reported a position in MD in Q3 2017 and has held it in 17 quarters since. The position peaked at $361K in Q4 2025. 296 funds tracked by Wall St. Rank hold MD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,648 shares of Pediatrix Medical worth $356K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 206 Pediatrix Medical shares in Q1 2026, an estimated $4.29K.
  • Pediatrix Medical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2271 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pediatrix Medical in Q3 2017 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Pediatrix Medical position peaked at $361K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Pediatrix Medical as of Q1 2026.

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