Carson Wealth (CWM LLC)
OFIX icon

Carson Wealth (CWM LLC)’s Orthofix Medical OFIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66K Buy
5,750
+1,212
+27% +$16K ﹤0.01% 3605
2025
Q4 		$69K Buy
4,538
+2,618
+136% +$40K ﹤0.01% 3367
2025
Q3 		$28K Buy
1,920
+955
+99% +$12.5K ﹤0.01% 3925
2025
Q2 		$11K Buy
965
+719
+292% +$8.91K ﹤0.01% 4253
2025
Q1 		$4K Buy
246
+183
+290% +$3.21K ﹤0.01% 4560
2024
Q4 		$1K Buy
63
+16
+34% +$278 ﹤0.01% 4761
2024
Q3 		$1K Buy
47
+24
+104% +$384 ﹤0.01% 4656
2024
Q2 		$0 Hold
23
– – ﹤0.01% 4833
2024
Q1 		$0 Hold
23
– – ﹤0.01% 4616
2023
Q4 		$0 Sell
23
-891
-97% -$10.5K ﹤0.01% 4404
2023
Q3 		$12K Sell
914
-1,153
-56% -$20.7K ﹤0.01% 3047
2023
Q2 		$37K Hold
2,067
– – ﹤0.01% 2214
2023
Q1 		$35K Buy
2,067
+120
+6% +$2.35K ﹤0.01% 2110
2022
Q4 		$40K Buy
1,947
+1,582
+433% +$27.9K ﹤0.01% 1878
2022
Q3 		$7K Buy
+365
New +$8.21K ﹤0.01% 2909
2016
Q2 		– Sell
-119
Closed -$5K – 842
2016
Q1 		$5K Hold
119
– – ﹤0.01% 597
2015
Q4 		$5K Hold
119
– – ﹤0.01% 523
2015
Q3 		$4K Buy
+119
New +$4.24K ﹤0.01% 527

Other funds holding OFIX

ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Orthofix Medical (OFIX) stake by 27% in Q1 2026, buying an estimated $16K and bringing the position to 5,750 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Carson Wealth (CWM LLC) first reported a position in OFIX in Q3 2015 and has held it in 18 quarters since. The position peaked at $69K in Q4 2025. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,750 shares of Orthofix Medical worth $66K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,212 Orthofix Medical shares in Q1 2026, an estimated $16K.
  • Orthofix Medical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3605 holding.
  • Carson Wealth (CWM LLC) first reported a position in Orthofix Medical in Q3 2015 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Orthofix Medical position peaked at $69K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

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