Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Molina Healthcare MOH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.5M Buy
56,253
+52,731
+1,497% +$8.39M 0.02% 657
2025
Q4 		$611K Sell
3,522
-72,527
-95% -$11.9M ﹤0.01% 1793
2025
Q3 		$14.6M Buy
76,049
+59,690
+365% +$11M 0.04% 359
2025
Q2 		$4.87M Sell
16,359
-1,345
-8% -$422K 0.02% 592
2025
Q1 		$5.83M Buy
17,704
+9,220
+109% +$2.78M 0.02% 482
2024
Q4 		$2.47M Buy
8,484
+4,483
+112% +$1.38M 0.01% 702
2024
Q3 		$1.38M Buy
4,001
+1,730
+76% +$571K 0.01% 860
2024
Q2 		$675K Buy
2,271
+300
+15% +$102K ﹤0.01% 1076
2024
Q1 		$810K Buy
1,971
+525
+36% +$203K ﹤0.01% 945
2023
Q4 		$522K Buy
1,446
+51
+4% +$18K ﹤0.01% 1045
2023
Q3 		$457K Buy
1,395
+112
+9% +$35.3K ﹤0.01% 1007
2023
Q2 		$386K Buy
1,283
+349
+37% +$100K ﹤0.01% 1024
2023
Q1 		$250K Buy
934
+425
+83% +$122K ﹤0.01% 1113
2022
Q4 		$168K Sell
509
-96
-16% -$32.6K ﹤0.01% 1163
2022
Q3 		$200K Buy
605
+104
+21% +$33.5K ﹤0.01% 1050
2022
Q2 		$140K Buy
501
+67
+15% +$20.2K ﹤0.01% 1181
2022
Q1 		$145K Buy
434
+136
+46% +$41.9K ﹤0.01% 1180
2021
Q4 		$95K Buy
+298
New +$88.6K ﹤0.01% 1316
2021
Q2 		$67K Hold
266
– – ﹤0.01% 1280
2021
Q1 		$67K Hold
266
– – ﹤0.01% 1280
2020
Q4 		$67K Hold
266
– – ﹤0.01% 1280
2020
Q3 		$67K Hold
266
– – ﹤0.01% 1280
2020
Q2 		$67K Hold
266
– – ﹤0.01% 1280
2020
Q1 		$67K Hold
266
– – ﹤0.01% 1280
2019
Q4 		$67K Hold
266
– – ﹤0.01% 1280
2019
Q3 		$67K Hold
266
– – ﹤0.01% 1280
2019
Q2 		$67K Hold
266
– – ﹤0.01% 1280
2019
Q1 		$67K Buy
266
+256
+2,560% +$34.6K ﹤0.01% 1280
2018
Q4 		$1K Buy
+10
New +$1.31K ﹤0.01% 1937

Other funds holding MOH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Molina Healthcare (MOH) stake by 1,497% in Q1 2026, buying an estimated $8.39M and bringing the position to 56,253 shares worth $7.5M. The position accounts for 0.02% of the portfolio, ranked #657.

Carson Wealth (CWM LLC) first reported a position in MOH in Q4 2018 and has held it in 29 quarters since. The position peaked at $14.6M in Q3 2025. 527 funds tracked by Wall St. Rank hold MOH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56,253 shares of Molina Healthcare worth $7.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 52,731 Molina Healthcare shares in Q1 2026, an estimated $8.39M.
  • Molina Healthcare made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #657 holding.
  • Carson Wealth (CWM LLC) first reported a position in Molina Healthcare in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Molina Healthcare position peaked at $14.6M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Molina Healthcare as of Q1 2026.

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