Carson Wealth (CWM LLC)
MTUS icon

Carson Wealth (CWM LLC)’s Metallus MTUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MTUS Stock Details MTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.97K Sell
610
-867
-59% -$15.9K ﹤0.01% 4777
2025
Q4 		$25K Buy
1,477
+57
+4% +$977 ﹤0.01% 4054
2025
Q3 		$23K Buy
1,420
+27
+2% +$440 ﹤0.01% 4053
2025
Q2 		$21K Sell
1,393
-2,028
-59% -$27K ﹤0.01% 3887
2025
Q1 		$46K Buy
3,421
+1,286
+60% +$18.7K ﹤0.01% 3059
2024
Q4 		$30K Buy
2,135
+359
+20% +$5.42K ﹤0.01% 3185
2024
Q3 		$26K Buy
1,776
+457
+35% +$8.22K ﹤0.01% 3209
2024
Q2 		$27K Buy
1,319
+195
+17% +$4.27K ﹤0.01% 2931
2024
Q1 		$25K Buy
1,124
+3
+0.3% +$63 ﹤0.01% 2767
2023
Q4 		$26K Sell
1,121
-77
-6% -$1.61K ﹤0.01% 2613
2023
Q3 		$26K Hold
1,198
– – ﹤0.01% 2513
2023
Q2 		$26K Hold
1,198
– – ﹤0.01% 2467
2023
Q1 		$22K Hold
1,198
– – ﹤0.01% 2453
2022
Q4 		$22K Buy
1,198
+11
+0.9% +$195 ﹤0.01% 2311
2022
Q3 		$18K Buy
1,187
+18
+2% +$300 ﹤0.01% 2315
2022
Q2 		$22K Buy
1,169
+60
+5% +$1.27K ﹤0.01% 2064
2022
Q1 		$24K Hold
1,109
– – ﹤0.01% 1976
2021
Q4 		$18K Buy
+1,109
New +$16.2K ﹤0.01% 2059
2021
Q2 		$14K Hold
1,000
– – ﹤0.01% 1967
2021
Q1 		$14K Hold
1,000
– – ﹤0.01% 1967
2020
Q4 		$14K Hold
1,000
– – ﹤0.01% 1967
2020
Q3 		$14K Hold
1,000
– – ﹤0.01% 1967
2020
Q2 		$14K Hold
1,000
– – ﹤0.01% 1967
2020
Q1 		$14K Hold
1,000
– – ﹤0.01% 1967
2019
Q4 		$14K Hold
1,000
– – ﹤0.01% 1967
2019
Q3 		$14K Hold
1,000
– – ﹤0.01% 1966
2019
Q2 		$14K Hold
1,000
– – ﹤0.01% 1966
2019
Q1 		$14K Buy
+1,000
New +$11.5K ﹤0.01% 1965

Other funds holding MTUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Metallus (MTUS) stake by 59% in Q1 2026, selling an estimated $15.9K and leaving 610 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #4777.

Carson Wealth (CWM LLC) first reported a position in MTUS in Q1 2019 and has held it in 28 quarters since. The position peaked at $46K in Q1 2025. 204 funds tracked by Wall St. Rank hold MTUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 610 shares of Metallus worth $9.97K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 867 Metallus shares in Q1 2026, an estimated $15.9K.
  • Metallus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4777 holding.
  • Carson Wealth (CWM LLC) first reported a position in Metallus in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Metallus position peaked at $46K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Metallus as of Q1 2026.

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