Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Miller Industries MLR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4K Sell
887
-180
-17% -$7.68K ﹤0.01% 3958
2025
Q4 		$40K Buy
1,067
+218
+26% +$8.48K ﹤0.01% 3766
2025
Q3 		$34K Buy
849
+466
+122% +$19.6K ﹤0.01% 3801
2025
Q2 		$17K Buy
383
+41
+12% +$1.78K ﹤0.01% 4007
2025
Q1 		$14K Sell
342
-39
-10% -$2.27K ﹤0.01% 3917
2024
Q4 		$25K Buy
381
+48
+14% +$3.27K ﹤0.01% 3292
2024
Q3 		$20K Buy
333
+18
+6% +$1.08K ﹤0.01% 3356
2024
Q2 		$17K Buy
315
+31
+11% +$1.7K ﹤0.01% 3225
2024
Q1 		$14K Buy
284
+103
+57% +$4.49K ﹤0.01% 3138
2023
Q4 		$8K Buy
181
+11
+6% +$433 ﹤0.01% 3293
2023
Q3 		$7K Hold
170
– – ﹤0.01% 3309
2023
Q2 		$6K Hold
170
– – ﹤0.01% 3361
2023
Q1 		$6K Hold
170
– – ﹤0.01% 3217
2022
Q4 		$5K Sell
170
-13
-7% -$333 ﹤0.01% 3196
2022
Q3 		$4K Buy
+183
New +$4.23K ﹤0.01% 3188
2022
Q2 		– Sell
-12
Closed – – 3988
2022
Q1 		$0 Sell
12
-47
-80% -$1.45K ﹤0.01% 3737
2021
Q4 		$2K Buy
+59
New +$2.04K ﹤0.01% 3147

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return