Carson Wealth (CWM LLC)
QCRH icon

Carson Wealth (CWM LLC)’s QCR Holdings QCRH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$967K Sell
11,321
-346
-3% -$30.1K ﹤0.01% 1559
2025
Q4 		$972K Sell
11,667
-2,603
-18% -$205K ﹤0.01% 1514
2025
Q3 		$1.08M Sell
14,270
-4,730
-25% -$356K ﹤0.01% 1361
2025
Q2 		$1.29M Sell
19,000
-719
-4% -$48.1K ﹤0.01% 1133
2025
Q1 		$1.41M Sell
19,719
-1,215
-6% -$92.6K 0.01% 973
2024
Q4 		$1.69M Sell
20,934
-1,821
-8% -$153K 0.01% 848
2024
Q3 		$1.69M Buy
22,755
+3,931
+21% +$280K 0.01% 778
2024
Q2 		$1.13M Sell
18,824
-1,558
-8% -$89.1K 0.01% 833
2024
Q1 		$1.24M Sell
20,382
-2,124
-9% -$122K 0.01% 777
2023
Q4 		$1.31M Sell
22,506
-1,880
-8% -$97.3K 0.01% 699
2023
Q3 		$1.18M Sell
24,386
-1,996
-8% -$98.7K 0.01% 678
2023
Q2 		$1.08M Sell
26,382
-1,069
-4% -$43.8K 0.01% 689
2023
Q1 		$1.21M Buy
27,451
+8
+0% +$399 0.01% 605
2022
Q4 		$1.36M Buy
27,443
+325
+1% +$16.7K 0.01% 530
2022
Q3 		$1.38M Sell
27,118
-1,211
-4% -$67.7K 0.01% 477
2022
Q2 		$1.53M Sell
28,329
-2,640
-9% -$144K 0.01% 451
2022
Q1 		$1.75M Sell
30,969
-6,733
-18% -$384K 0.01% 426
2021
Q4 		$2.11M Buy
+37,702
New +$2.08M 0.01% 419
2021
Q2 		$2.1M Hold
43,769
– – 0.02% 412
2021
Q1 		$2.1M Hold
43,769
– – 0.02% 412
2020
Q4 		$2.1M Hold
43,769
– – 0.02% 412
2020
Q3 		$2.1M Hold
43,769
– – 0.02% 412
2020
Q2 		$2.1M Hold
43,769
– – 0.02% 412
2020
Q1 		$2.1M Hold
43,769
– – 0.02% 412
2019
Q4 		$2.1M Hold
43,769
– – 0.02% 412
2019
Q3 		$2.1M Hold
43,769
– – 0.02% 412
2019
Q2 		$2.1M Hold
43,769
– – 0.02% 412
2019
Q1 		$2.1M Buy
43,769
+43,748
+208,324% +$1.5M 0.02% 412
2018
Q4 		$1K Hold
21
– – ﹤0.01% 1969
2018
Q3 		$1K Sell
21
-5,324
-100% -$237K ﹤0.01% 1728
2018
Q2 		$254K Buy
+5,345
New +$252K 0.01% 391

Other funds holding QCRH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its QCR Holdings (QCRH) stake by 3% in Q1 2026, selling an estimated $30.1K and leaving 11,321 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Carson Wealth (CWM LLC) first reported a position in QCRH in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.11M in Q4 2021. 223 funds tracked by Wall St. Rank hold QCRH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,321 shares of QCR Holdings worth $967K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 346 QCR Holdings shares in Q1 2026, an estimated $30.1K.
  • QCR Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1559 holding.
  • Carson Wealth (CWM LLC) first reported a position in QCR Holdings in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s QCR Holdings position peaked at $2.11M in Q4 2021.
  • 223 funds tracked by Wall St. Rank held QCR Holdings as of Q1 2026.

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