Carson Wealth (CWM LLC)
MH

Carson Wealth (CWM LLC)’s McGraw Hill MH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MH Stock Details MH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$135K Sell
9,851
-3,428
-26% -$48.2K ﹤0.01% 3028
2025
Q4 		$219K Buy
13,279
+12,902
+3,422% +$187K ﹤0.01% 2498
2025
Q3 		$5K Buy
+377
New +$5.47K ﹤0.01% 4784

Other funds holding MH

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCP
BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its McGraw Hill (MH) stake by 26% in Q1 2026, selling an estimated $48.2K and leaving 9,851 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

Carson Wealth (CWM LLC) first reported a position in MH in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 107 funds tracked by Wall St. Rank hold MH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,851 shares of McGraw Hill worth $135K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,428 McGraw Hill shares in Q1 2026, an estimated $48.2K.
  • McGraw Hill made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3028 holding.
  • Carson Wealth (CWM LLC) first reported a position in McGraw Hill in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s McGraw Hill position peaked at $219K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held McGraw Hill as of Q1 2026.

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