Carson Wealth (CWM LLC)
QRHC icon

Carson Wealth (CWM LLC)’s Quest Resource Holding QRHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QRHC Stock Details QRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65 Sell
55
-4
-7% -$7 ﹤0.01% 5596
2025
Q4 		$0 Sell
59
-33
-36% -$56 ﹤0.01% 5589
2025
Q3 		$0 Sell
92
-163
-64% -$302 ﹤0.01% 5490
2025
Q2 		$1K Buy
255
+83
+48% +$191 ﹤0.01% 5059
2025
Q1 		$0 Sell
172
-36
-17% -$170 ﹤0.01% 5170
2024
Q4 		$1K Sell
208
-50
-19% -$368 ﹤0.01% 4780
2024
Q3 		$2K Buy
+258
New +$2.2K ﹤0.01% 4449

Other funds holding QRHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Quest Resource Holding (QRHC) stake by 6.8% in Q1 2026, selling an estimated $7 and leaving 55 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #5596.

Carson Wealth (CWM LLC) first reported a position in QRHC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2K in Q3 2024. 41 funds tracked by Wall St. Rank hold QRHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 55 shares of Quest Resource Holding worth $65 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4 Quest Resource Holding shares in Q1 2026, an estimated $7.
  • Quest Resource Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5596 holding.
  • Carson Wealth (CWM LLC) first reported a position in Quest Resource Holding in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Quest Resource Holding position peaked at $2K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Quest Resource Holding as of Q1 2026.

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