Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MYR Group MYRG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MYRG Stock Details MYRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$843K Buy
2,987
+40
+1% +$10.4K ﹤0.01% 1651
2025
Q4 		$644K Buy
2,947
+17
+0.6% +$3.7K ﹤0.01% 1768
2025
Q3 		$610K Buy
2,930
+46
+2% +$8.58K ﹤0.01% 1687
2025
Q2 		$523K Buy
2,884
+1,591
+123% +$234K ﹤0.01% 1566
2025
Q1 		$146K Buy
1,293
+826
+177% +$110K ﹤0.01% 2121
2024
Q4 		$69K Buy
467
+27
+6% +$3.78K ﹤0.01% 2549
2024
Q3 		$45K Buy
440
+346
+368% +$39.3K ﹤0.01% 2771
2024
Q2 		$13K Buy
94
+23
+32% +$3.59K ﹤0.01% 3397
2024
Q1 		$13K Buy
71
+2
+3% +$307 ﹤0.01% 3189
2023
Q4 		$10K Sell
69
-24
-26% -$3.09K ﹤0.01% 3190
2023
Q3 		$13K Hold
93
– – ﹤0.01% 2990
2023
Q2 		$13K Hold
93
– – ﹤0.01% 2925
2023
Q1 		$12K Hold
93
– – ﹤0.01% 2856
2022
Q4 		$9K Buy
93
+39
+72% +$3.54K ﹤0.01% 2868
2022
Q3 		$5K Buy
+54
New +$4.95K ﹤0.01% 3079
2022
Q2 		– Sell
-13
Closed -$1K – 3997
2022
Q1 		$1K Buy
13
+2
+18% +$190 ﹤0.01% 3379
2021
Q4 		$1K Buy
+11
New +$1.19K ﹤0.01% 3345

Other funds holding MYRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its MYR Group (MYRG) stake by 1.4% in Q1 2026, buying an estimated $10.4K and bringing the position to 2,987 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Carson Wealth (CWM LLC) first reported a position in MYRG in Q4 2021 and has held it in 17 quarters since. 393 funds tracked by Wall St. Rank hold MYRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,987 shares of MYR Group worth $843K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 40 MYR Group shares in Q1 2026, an estimated $10.4K.
  • MYR Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1651 holding.
  • Carson Wealth (CWM LLC) first reported a position in MYR Group in Q4 2021 and has held it in 17 quarters since.
  • 393 funds tracked by Wall St. Rank held MYR Group as of Q1 2026.

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