Carson Wealth (CWM LLC)’s MRC Global MRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MRC Stock Details MRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,761	Closed	-$54K	–	5535
2025 Q3	$54K	Buy	3,761 +1,642	+77%	+$23.4K	﹤0.01%	3469
2025 Q2	$29K	Sell	2,119 -1,100	-34%	-$13.3K	﹤0.01%	3676
2025 Q1	$37K	Sell	3,219 -3,572	-53%	-$46.1K	﹤0.01%	3229
2024 Q4	$87K	Buy	6,791 +3,592	+112%	+$47K	﹤0.01%	2384
2024 Q3	$41K	Buy	3,199 +615	+24%	+$7.96K	﹤0.01%	2850
2024 Q2	$33K	Buy	2,584 +1,951	+308%	+$24.4K	﹤0.01%	2772
2024 Q1	$8K	Buy	633 +618	+4,120%	+$6.99K	﹤0.01%	3460
2023 Q4	$0	Hold	15	–	–	﹤0.01%	4381
2023 Q3	$0	Buy	+15	New	+$151	﹤0.01%	4398

Other funds holding MRC

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MRC Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of MRC Global (MRC) in Q4 2025, closing a stake of 3,761 shares — an estimated $54K sold.

Carson Wealth (CWM LLC) first reported a position in MRC in Q3 2023 and held it in 9 quarters. The position peaked at $87K in Q4 2024. 3 funds tracked by Wall St. Rank hold MRC as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining MRC Global position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3,761 MRC Global shares in Q4 2025, an estimated $54K.
Carson Wealth (CWM LLC) first reported a position in MRC Global in Q3 2023 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s MRC Global position peaked at $87K in Q4 2024.
3 funds tracked by Wall St. Rank held MRC Global as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.