Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Phibro Animal Health PAHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PAHC Stock Details PAHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$167K Sell
3,026
-105
-3% -$5K ﹤0.01% 2876
2025
Q4 		$117K Sell
3,131
-86
-3% -$3.49K ﹤0.01% 2951
2025
Q3 		$130K Sell
3,217
-112
-3% -$3.7K ﹤0.01% 2775
2025
Q2 		$85K Sell
3,329
-2,094
-39% -$45.7K ﹤0.01% 2859
2025
Q1 		$116K Sell
5,423
-2,698
-33% -$60.3K ﹤0.01% 2305
2024
Q4 		$171K Buy
8,121
+1,758
+28% +$40.7K ﹤0.01% 1933
2024
Q3 		$143K Buy
6,363
+4,175
+191% +$80.6K ﹤0.01% 1959
2024
Q2 		$37K Buy
2,188
+1,035
+90% +$16.6K ﹤0.01% 2683
2024
Q1 		$15K Sell
1,153
-198
-15% -$2.37K ﹤0.01% 3102
2023
Q4 		$16K Buy
1,351
+713
+112% +$8.05K ﹤0.01% 2917
2023
Q3 		$8K Sell
638
-7
-1% -$99 ﹤0.01% 3259
2023
Q2 		$9K Buy
645
+15
+2% +$215 ﹤0.01% 3149
2023
Q1 		$10K Buy
630
+320
+103% +$4.89K ﹤0.01% 2960
2022
Q4 		$4K Sell
310
-765
-71% -$10.3K ﹤0.01% 3313
2022
Q3 		$14K Buy
1,075
+1,037
+2,729% +$17.9K ﹤0.01% 2481
2022
Q2 		$1K Hold
38
– – ﹤0.01% 3597
2022
Q1 		$1K Buy
38
+16
+73% +$323 ﹤0.01% 3390
2021
Q4 		$0 Buy
+22
New +$470 ﹤0.01% 3609
2021
Q2 		$1K Hold
22
– – ﹤0.01% 2833
2021
Q1 		$1K Hold
22
– – ﹤0.01% 2833
2020
Q4 		$1K Hold
22
– – ﹤0.01% 2833
2020
Q3 		$1K Hold
22
– – ﹤0.01% 2832
2020
Q2 		$1K Hold
22
– – ﹤0.01% 2832
2020
Q1 		$1K Hold
22
– – ﹤0.01% 2831
2019
Q4 		$1K Hold
22
– – ﹤0.01% 2831
2019
Q3 		$1K Hold
22
– – ﹤0.01% 2831
2019
Q2 		$1K Hold
22
– – ﹤0.01% 2831
2019
Q1 		$1K Sell
22
-85
-79% -$2.65K ﹤0.01% 2830
2018
Q4 		$3K Buy
+107
New +$4.04K ﹤0.01% 1671

Other funds holding PAHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Phibro Animal Health (PAHC) stake by 3.4% in Q1 2026, selling an estimated $5K and leaving 3,026 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Carson Wealth (CWM LLC) first reported a position in PAHC in Q4 2018 and has held it in 29 quarters since. The position peaked at $171K in Q4 2024. 257 funds tracked by Wall St. Rank hold PAHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,026 shares of Phibro Animal Health worth $167K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 105 Phibro Animal Health shares in Q1 2026, an estimated $5K.
  • Phibro Animal Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2876 holding.
  • Carson Wealth (CWM LLC) first reported a position in Phibro Animal Health in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Phibro Animal Health position peaked at $171K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Phibro Animal Health as of Q1 2026.

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