Carson Wealth (CWM LLC)’s MidCap Financial Investment MFIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6K	Buy	1,299 +109	+9%	+$1.2K	﹤0.01%	4610
2025 Q4	$14K	Buy	1,190 +167	+16%	+$1.98K	﹤0.01%	4377
2025 Q3	$12K	Sell	1,023 -27	-3%	-$344	﹤0.01%	4399
2025 Q2	$13K	Buy	+1,050	New	+$12.9K	﹤0.01%	4166
2022 Q1	–	Sell	-51	Closed	-$1K	–	3731
2021 Q4	$1K	Buy	+51	New	+$670	﹤0.01%	3337
2015 Q4	–	Sell	-836	Closed	-$14K	–	731
2015 Q3	$14K	Buy	+836	New	+$16.5K	﹤0.01%	408

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its MidCap Financial Investment (MFIC) stake by 9.2% in Q1 2026, buying an estimated $1.2K and bringing the position to 1,299 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4610.

Carson Wealth (CWM LLC) first reported a position in MFIC in Q3 2015 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

Carson Wealth (CWM LLC) held 1,299 shares of MidCap Financial Investment worth $14.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 109 MidCap Financial Investment shares in Q1 2026, an estimated $1.2K.
MidCap Financial Investment made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4610 holding.
Carson Wealth (CWM LLC) first reported a position in MidCap Financial Investment in Q3 2015 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

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