Carson Wealth (CWM LLC)
MDV

Carson Wealth (CWM LLC)’s Modiv Industrial MDV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.1K Sell
5,734
-56
-1% -$831 ﹤0.01% 3433
2025
Q4 		$83K Sell
5,790
-5
-0.1% -$73 ﹤0.01% 3204
2025
Q3 		$85K Buy
5,795
+347
+6% +$5.13K ﹤0.01% 3108
2025
Q2 		$77K Sell
5,448
-1,552
-22% -$23K ﹤0.01% 2934
2025
Q1 		$112K Buy
7,000
+770
+12% +$11.7K ﹤0.01% 2346
2024
Q4 		$93K Buy
+6,230
New +$101K ﹤0.01% 2324

Other funds holding MDV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Modiv Industrial (MDV) stake by 0.97% in Q1 2026, selling an estimated $831 and leaving 5,734 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

Carson Wealth (CWM LLC) first reported a position in MDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $112K in Q1 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,734 shares of Modiv Industrial worth $82.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 56 Modiv Industrial shares in Q1 2026, an estimated $831.
  • Modiv Industrial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3433 holding.
  • Carson Wealth (CWM LLC) first reported a position in Modiv Industrial in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Modiv Industrial position peaked at $112K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

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