Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Magna International MGA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$179K Buy
3,199
+979
+44% +$55.9K ﹤0.01% 2824
2025
Q4 		$118K Buy
2,220
+134
+6% +$6.55K ﹤0.01% 2944
2025
Q3 		$99K Buy
2,086
+265
+15% +$11.7K ﹤0.01% 2994
2025
Q2 		$70K Buy
1,821
+998
+121% +$35.2K ﹤0.01% 3011
2025
Q1 		$28K Sell
823
-695
-46% -$26.7K ﹤0.01% 3446
2024
Q4 		$63K Buy
1,518
+592
+64% +$25.4K ﹤0.01% 2618
2024
Q3 		$38K Buy
926
+85
+10% +$3.55K ﹤0.01% 2906
2024
Q2 		$35K Sell
841
-743
-47% -$34.7K ﹤0.01% 2725
2024
Q1 		$86K Buy
1,584
+125
+9% +$6.9K ﹤0.01% 1964
2023
Q4 		$86K Sell
1,459
-55
-4% -$2.97K ﹤0.01% 1846
2023
Q3 		$81K Buy
1,514
+91
+6% +$5.3K ﹤0.01% 1759
2023
Q2 		$80K Buy
1,423
+44
+3% +$2.33K ﹤0.01% 1688
2023
Q1 		$74K Buy
1,379
+173
+14% +$10K ﹤0.01% 1651
2022
Q4 		$68K Sell
1,206
-74
-6% -$4.16K ﹤0.01% 1568
2022
Q3 		$61K Sell
1,280
-243
-16% -$14.1K ﹤0.01% 1570
2022
Q2 		$84K Sell
1,523
-643
-30% -$39.2K ﹤0.01% 1384
2022
Q1 		$139K Sell
2,166
-1,506
-41% -$112K ﹤0.01% 1194
2021
Q4 		$297K Buy
+3,672
New +$299K ﹤0.01% 876
2021
Q2 		$23K Hold
253
– – ﹤0.01% 1730
2021
Q1 		$23K Hold
253
– – ﹤0.01% 1730
2020
Q4 		$23K Hold
253
– – ﹤0.01% 1730
2020
Q3 		$23K Hold
253
– – ﹤0.01% 1730
2020
Q2 		$23K Hold
253
– – ﹤0.01% 1730
2020
Q1 		$23K Hold
253
– – ﹤0.01% 1730
2019
Q4 		$23K Hold
253
– – ﹤0.01% 1730
2019
Q3 		$23K Hold
253
– – ﹤0.01% 1730
2019
Q2 		$23K Hold
253
– – ﹤0.01% 1730
2019
Q1 		$23K Buy
+253
New +$12.8K ﹤0.01% 1730
2018
Q2 		– Sell
-65
Closed -$4K – 1737
2018
Q1 		$4K Buy
+65
New +$3.63K ﹤0.01% 1055
2016
Q1 		– Sell
-38
Closed -$2K – 789
2015
Q4 		$2K Hold
38
– – ﹤0.01% 602
2015
Q3 		$2K Buy
+38
New +$1.97K ﹤0.01% 582

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Magna International (MGA) stake by 44% in Q1 2026, buying an estimated $55.9K and bringing the position to 3,199 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

Carson Wealth (CWM LLC) first reported a position in MGA in Q3 2015 and has held it in 31 quarters since. The position peaked at $297K in Q4 2021. 444 funds tracked by Wall St. Rank hold MGA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,199 shares of Magna International worth $179K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 979 Magna International shares in Q1 2026, an estimated $55.9K.
  • Magna International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2824 holding.
  • Carson Wealth (CWM LLC) first reported a position in Magna International in Q3 2015 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Magna International position peaked at $297K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Magna International as of Q1 2026.

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