Carson Wealth (CWM LLC)
MORN icon

Carson Wealth (CWM LLC)’s Morningstar MORN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.13M Sell
12,593
-223
-2% -$41.4K 0.01% 1171
2025
Q4 		$2.79M Buy
12,816
+1,938
+18% +$420K 0.01% 1016
2025
Q3 		$2.52M Buy
10,878
+6,616
+155% +$1.76M 0.01% 999
2025
Q2 		$1.34M Buy
4,262
+3,013
+241% +$892K ﹤0.01% 1118
2025
Q1 		$375K Buy
1,249
+111
+10% +$35K ﹤0.01% 1570
2024
Q4 		$383K Buy
1,138
+17
+2% +$5.8K ﹤0.01% 1488
2024
Q3 		$358K Buy
1,121
+1
+0.1% +$311 ﹤0.01% 1460
2024
Q2 		$331K Buy
1,120
+13
+1% +$3.85K ﹤0.01% 1353
2024
Q1 		$341K Buy
1,107
+783
+242% +$226K ﹤0.01% 1277
2023
Q4 		$93K Buy
324
+40
+14% +$10.4K ﹤0.01% 1813
2023
Q3 		$67K Buy
284
+85
+43% +$19.2K ﹤0.01% 1888
2023
Q2 		$39K Sell
199
-94
-32% -$18.6K ﹤0.01% 2164
2023
Q1 		$59K Buy
293
+72
+33% +$15.8K ﹤0.01% 1775
2022
Q4 		$48K Sell
221
-391
-64% -$89.1K ﹤0.01% 1764
2022
Q3 		$130K Sell
612
-410
-40% -$97.5K ﹤0.01% 1226
2022
Q2 		$247K Buy
1,022
+319
+45% +$80.4K ﹤0.01% 962
2022
Q1 		$192K Buy
703
+290
+70% +$82K ﹤0.01% 1052
2021
Q4 		$141K Buy
+413
New +$128K ﹤0.01% 1169
2021
Q2 		$4K Hold
14
– – ﹤0.01% 2452
2021
Q1 		$4K Hold
14
– – ﹤0.01% 2452
2020
Q4 		$4K Hold
14
– – ﹤0.01% 2451
2020
Q3 		$4K Hold
14
– – ﹤0.01% 2451
2020
Q2 		$4K Hold
14
– – ﹤0.01% 2451
2020
Q1 		$4K Hold
14
– – ﹤0.01% 2451
2019
Q4 		$4K Hold
14
– – ﹤0.01% 2450
2019
Q3 		$4K Hold
14
– – ﹤0.01% 2450
2019
Q2 		$4K Hold
14
– – ﹤0.01% 2450
2019
Q1 		$4K Buy
+14
New +$1.68K ﹤0.01% 2448

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Morningstar (MORN) stake by 1.7% in Q1 2026, selling an estimated $41.4K and leaving 12,593 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #1171.

Carson Wealth (CWM LLC) first reported a position in MORN in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.79M in Q4 2025. 445 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,593 shares of Morningstar worth $2.13M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 223 Morningstar shares in Q1 2026, an estimated $41.4K.
  • Morningstar made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1171 holding.
  • Carson Wealth (CWM LLC) first reported a position in Morningstar in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Morningstar position peaked at $2.79M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

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