Carson Wealth (CWM LLC)
MSA icon

Carson Wealth (CWM LLC)’s Mine Safety MSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$184K Buy
1,124
+159
+16% +$29.1K ﹤0.01% 2802
2025
Q4 		$155K Buy
965
+137
+17% +$22.3K ﹤0.01% 2759
2025
Q3 		$142K Buy
828
+132
+19% +$22.8K ﹤0.01% 2714
2025
Q2 		$117K Buy
696
+341
+96% +$53.4K ﹤0.01% 2583
2025
Q1 		$52K Sell
355
-752
-68% -$120K ﹤0.01% 2958
2024
Q4 		$184K Sell
1,107
-477
-30% -$81.8K ﹤0.01% 1878
2024
Q3 		$281K Buy
1,584
+1,255
+381% +$228K ﹤0.01% 1579
2024
Q2 		$62K Buy
329
+23
+8% +$4.28K ﹤0.01% 2314
2024
Q1 		$59K Buy
306
+103
+51% +$18.1K ﹤0.01% 2193
2023
Q4 		$34K Sell
203
-95
-32% -$15.4K ﹤0.01% 2416
2023
Q3 		$47K Sell
298
-4
-1% -$687 ﹤0.01% 2105
2023
Q2 		$53K Buy
302
+9
+3% +$1.29K ﹤0.01% 1942
2023
Q1 		$39K Sell
293
-10
-3% -$1.35K ﹤0.01% 2049
2022
Q4 		$44K Buy
303
+40
+15% +$5.24K ﹤0.01% 1807
2022
Q3 		$29K Buy
263
+87
+49% +$10.7K ﹤0.01% 1987
2022
Q2 		$21K Hold
176
– – ﹤0.01% 2082
2022
Q1 		$23K Buy
176
+11
+7% +$1.52K ﹤0.01% 1996
2021
Q4 		$25K Buy
+165
New +$24.8K ﹤0.01% 1871
2019
Q1 		– Sell
-8
Closed -$1K – 3162
2018
Q4 		$1K Buy
+8
New +$817 ﹤0.01% 1938

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Mine Safety (MSA) stake by 16% in Q1 2026, buying an estimated $29.1K and bringing the position to 1,124 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Carson Wealth (CWM LLC) first reported a position in MSA in Q4 2018 and has held it in 19 quarters since. The position peaked at $281K in Q3 2024. 451 funds tracked by Wall St. Rank hold MSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,124 shares of Mine Safety worth $184K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 159 Mine Safety shares in Q1 2026, an estimated $29.1K.
  • Mine Safety made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2802 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mine Safety in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Mine Safety position peaked at $281K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Mine Safety as of Q1 2026.

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