Carson Wealth (CWM LLC)
P

Carson Wealth (CWM LLC)’s Everpure Inc P Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.91M Buy
83,154
+7,301
+10% +$495K 0.01% 819
2025
Q4 		$5.08M Buy
75,853
+9,980
+15% +$834K 0.01% 764
2025
Q3 		$5.52M Buy
65,873
+30,600
+87% +$2.04M 0.02% 668
2025
Q2 		$2.03M Buy
35,273
+26,964
+325% +$1.34M 0.01% 942
2025
Q1 		$368K Buy
8,309
+1,751
+27% +$106K ﹤0.01% 1575
2024
Q4 		$403K Sell
6,558
-1,823
-22% -$102K ﹤0.01% 1470
2024
Q3 		$421K Buy
8,381
+129
+2% +$7.29K ﹤0.01% 1397
2024
Q2 		$530K Buy
8,252
+2,228
+37% +$129K ﹤0.01% 1170
2024
Q1 		$313K Sell
6,024
-121
-2% -$5.4K ﹤0.01% 1311
2023
Q4 		$219K Buy
6,145
+1,435
+30% +$50.3K ﹤0.01% 1392
2023
Q3 		$168K Buy
4,710
+2,793
+146% +$104K ﹤0.01% 1378
2023
Q2 		$71K Sell
1,917
-109
-5% -$3.09K ﹤0.01% 1766
2023
Q1 		$52K Sell
2,026
-517
-20% -$14K ﹤0.01% 1851
2022
Q4 		$68K Buy
2,543
+696
+38% +$20.2K ﹤0.01% 1570
2022
Q3 		$51K Buy
1,847
+93
+5% +$2.63K ﹤0.01% 1647
2022
Q2 		$45K Sell
1,754
-59
-3% -$1.63K ﹤0.01% 1676
2022
Q1 		$64K Buy
1,813
+438
+32% +$12.7K ﹤0.01% 1502
2021
Q4 		$45K Buy
+1,375
New +$39.9K ﹤0.01% 1613
2021
Q2 		$30K Hold
1,561
– – ﹤0.01% 1622
2021
Q1 		$30K Hold
1,561
– – ﹤0.01% 1622
2020
Q4 		$30K Hold
1,561
– – ﹤0.01% 1622
2020
Q3 		$30K Hold
1,561
– – ﹤0.01% 1622
2020
Q2 		$30K Hold
1,561
– – ﹤0.01% 1622
2020
Q1 		$30K Hold
1,561
– – ﹤0.01% 1622
2019
Q4 		$30K Hold
1,561
– – ﹤0.01% 1622
2019
Q3 		$30K Hold
1,561
– – ﹤0.01% 1622
2019
Q2 		$30K Hold
1,561
– – ﹤0.01% 1622
2019
Q1 		$30K Sell
1,561
-114,265
-99% -$2.17M ﹤0.01% 1622
2018
Q4 		$1.86M Buy
115,826
+11,074
+11% +$218K 0.05% 290
2018
Q3 		$2.72M Buy
+104,752
New +$2.6M 0.07% 234

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Everpure Inc (P) stake by 9.6% in Q1 2026, buying an estimated $495K and bringing the position to 83,154 shares worth $4.91M. The position accounts for 0.01% of the portfolio, ranked #819.

Carson Wealth (CWM LLC) first reported a position in P in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.52M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,154 shares of Everpure Inc worth $4.91M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,301 Everpure Inc shares in Q1 2026, an estimated $495K.
  • Everpure Inc made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #819 holding.
  • Carson Wealth (CWM LLC) first reported a position in Everpure Inc in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Everpure Inc position peaked at $5.52M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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