Carson Wealth (CWM LLC)
RAL

Carson Wealth (CWM LLC)’s Ralliant Corp RAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52K Sell
1,250
-3,372
-73% -$159K ﹤0.01% 3792
2025
Q4 		$235K Buy
4,622
+2,576
+126% +$121K ﹤0.01% 2437
2025
Q3 		$89K Sell
2,046
-3,736
-65% -$166K ﹤0.01% 3081
2025
Q2 		$280K Buy
+5,782
New +$285K ﹤0.01% 1920

Other funds holding RAL

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Ralliant Corp (RAL) stake by 73% in Q1 2026, selling an estimated $159K and leaving 1,250 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

Carson Wealth (CWM LLC) first reported a position in RAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $280K in Q2 2025. 489 funds tracked by Wall St. Rank hold RAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,250 shares of Ralliant Corp worth $52K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,372 Ralliant Corp shares in Q1 2026, an estimated $159K.
  • Ralliant Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3792 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ralliant Corp in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Ralliant Corp position peaked at $280K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held Ralliant Corp as of Q1 2026.

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