Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Maui Land & Pineapple Co MLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96K Buy
127
+25
+25% +$414 ﹤0.01% 5284
2025
Q4 		$2K Buy
102
+25
+32% +$403 ﹤0.01% 5105
2025
Q3 		$1K Buy
77
+36
+88% +$632 ﹤0.01% 5154
2025
Q2 		$1K Buy
41
+23
+128% +$373 ﹤0.01% 5033
2025
Q1 		$0 Sell
18
-7
-28% -$136 ﹤0.01% 5138
2024
Q4 		$1K Buy
25
+4
+19% +$91 ﹤0.01% 4749
2024
Q3 		$0 Buy
21
+12
+133% +$276 ﹤0.01% 5017
2024
Q2 		$0 Buy
9
+8
+800% +$165 ﹤0.01% 4794
2024
Q1 		$0 Buy
+1
New +$20 ﹤0.01% 4570

Other funds holding MLP

V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Maui Land & Pineapple Co (MLP) stake by 25% in Q1 2026, buying an estimated $414 and bringing the position to 127 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #5284.

Carson Wealth (CWM LLC) first reported a position in MLP in Q1 2024 and has held it in 9 quarters since. The position peaked at $2K in Q4 2025. 65 funds tracked by Wall St. Rank hold MLP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 127 shares of Maui Land & Pineapple Co worth $1.96K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25 Maui Land & Pineapple Co shares in Q1 2026, an estimated $414.
  • Maui Land & Pineapple Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5284 holding.
  • Carson Wealth (CWM LLC) first reported a position in Maui Land & Pineapple Co in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Maui Land & Pineapple Co position peaked at $2K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q1 2026.

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