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

Carson Wealth (CWM LLC)’s Portfolio PACS Stock Details PACS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Hold
7,420
– – ﹤0.01% 2578
2025
Q4 		$285K Sell
7,420
-656
-8% -$14.4K ﹤0.01% 2295
2025
Q3 		$111K Sell
8,076
-5,434
-40% -$63.8K ﹤0.01% 2907
2025
Q2 		$175K Buy
13,510
+13,208
+4,374% +$137K ﹤0.01% 2293
2025
Q1 		$3K Buy
302
+228
+308% +$2.99K ﹤0.01% 4708
2024
Q4 		$1K Buy
74
+35
+90% +$898 ﹤0.01% 4851
2024
Q3 		$2K Buy
+39
New +$1.42K ﹤0.01% 4485

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its PACS Group (PACS) position steady in Q1 2026 at 7,420 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Carson Wealth (CWM LLC) first reported a position in PACS in Q3 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 216 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,420 shares of PACS Group worth $238K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its PACS Group share count unchanged in Q1 2026.
  • PACS Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2578 holding.
  • Carson Wealth (CWM LLC) first reported a position in PACS Group in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s PACS Group position peaked at $285K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

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