Carson Wealth (CWM LLC)
QIPT

Carson Wealth (CWM LLC)’s Quipt Home Medical QIPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QIPT Stock Details QIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed – – 5588
2025
Q3 		$0 Sell
13
-736
-98% -$1.7K ﹤0.01% 5489
2025
Q2 		$1K Sell
749
-1,205
-62% -$2.38K ﹤0.01% 5058
2025
Q1 		$5K Buy
1,954
+722
+59% +$1.98K ﹤0.01% 4479
2024
Q4 		$4K Buy
1,232
+1,020
+481% +$2.75K ﹤0.01% 4349
2024
Q3 		$1K Buy
212
+177
+506% +$546 ﹤0.01% 4679
2024
Q2 		$0 Buy
35
+31
+775% +$111 ﹤0.01% 4876
2024
Q1 		$0 Buy
+4
New +$18 ﹤0.01% 4673

Other funds holding QIPT

FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.4% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QIPT Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Quipt Home Medical (QIPT) in Q4 2025, closing a stake of 13 shares.

Carson Wealth (CWM LLC) first reported a position in QIPT in Q1 2024 and held it in 7 quarters. The position peaked at $5K in Q1 2025. 70 funds tracked by Wall St. Rank hold QIPT as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Quipt Home Medical position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 13 Quipt Home Medical shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Quipt Home Medical in Q1 2024 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Quipt Home Medical position peaked at $5K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Quipt Home Medical as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.