Carson Wealth (CWM LLC)
MDRR

Carson Wealth (CWM LLC)’s Medalist Diversified Inc MDRR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.94K Buy
+260
New +$3.08K ﹤0.01% 5190

Other funds holding MDRR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Medalist Diversified Inc (MDRR) in Q1 2026: 260 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #5190 among its holdings.

8 funds tracked by Wall St. Rank hold MDRR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 260 shares of Medalist Diversified Inc worth $2.94K as of Q1 2026.
  • Medalist Diversified Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Medalist Diversified Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5190 holding.
  • 8 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q1 2026.

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