Carson Wealth (CWM LLC)
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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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return