Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s RBC Bearings RBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.14M Buy
11,314
+5,600
+98% +$2.97M 0.02% 728
2025
Q4 		$2.56M Buy
5,714
+5,425
+1,877% +$2.3M 0.01% 1051
2025
Q3 		$113K Buy
289
+33
+13% +$12.8K ﹤0.01% 2892
2025
Q2 		$98K Buy
256
+22
+9% +$7.77K ﹤0.01% 2756
2025
Q1 		$75K Sell
234
-8,705
-97% -$2.94M ﹤0.01% 2663
2024
Q4 		$2.67M Sell
8,939
-558
-6% -$172K 0.01% 674
2024
Q3 		$2.84M Sell
9,497
-939
-9% -$270K 0.01% 589
2024
Q2 		$2.81M Buy
10,436
+3,051
+41% +$820K 0.01% 554
2024
Q1 		$2M Sell
7,385
-2,270
-24% -$613K 0.01% 619
2023
Q4 		$2.75M Sell
9,655
-579
-6% -$142K 0.01% 521
2023
Q3 		$2.4M Sell
10,234
-443
-4% -$100K 0.01% 505
2023
Q2 		$2.32M Buy
10,677
+10,572
+10,069% +$2.29M 0.01% 487
2023
Q1 		$24K Sell
105
-16
-13% -$3.69K ﹤0.01% 2375
2022
Q4 		$25K Sell
121
-16
-12% -$3.65K ﹤0.01% 2216
2022
Q3 		$28K Sell
137
-49
-26% -$11.3K ﹤0.01% 2011
2022
Q2 		$34K Buy
186
+27
+17% +$4.79K ﹤0.01% 1820
2022
Q1 		$31K Buy
159
+8
+5% +$1.53K ﹤0.01% 1826
2021
Q4 		$30K Buy
+151
New +$32.4K ﹤0.01% 1783
2021
Q2 		$40K Hold
199
– – ﹤0.01% 1494
2021
Q1 		$40K Hold
199
– – ﹤0.01% 1494
2020
Q4 		$40K Hold
199
– – ﹤0.01% 1493
2020
Q3 		$40K Hold
199
– – ﹤0.01% 1493
2020
Q2 		$40K Hold
199
– – ﹤0.01% 1493
2020
Q1 		$40K Hold
199
– – ﹤0.01% 1493
2019
Q4 		$40K Hold
199
– – ﹤0.01% 1493
2019
Q3 		$40K Hold
199
– – ﹤0.01% 1493
2019
Q2 		$40K Hold
199
– – ﹤0.01% 1493
2019
Q1 		$40K Buy
199
+186
+1,431% +$25K ﹤0.01% 1493
2018
Q4 		$2K Buy
+13
New +$1.89K ﹤0.01% 1786
2017
Q1 		– Sell
-12
Closed -$1K – 1290
2016
Q4 		$1K Buy
+12
New +$968 ﹤0.01% 1069

Other funds holding RBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its RBC Bearings (RBC) stake by 98% in Q1 2026, buying an estimated $2.97M and bringing the position to 11,314 shares worth $6.14M. The position accounts for 0.02% of the portfolio, ranked #728.

Carson Wealth (CWM LLC) first reported a position in RBC in Q4 2016 and has held it in 30 quarters since. 612 funds tracked by Wall St. Rank hold RBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,314 shares of RBC Bearings worth $6.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,600 RBC Bearings shares in Q1 2026, an estimated $2.97M.
  • RBC Bearings made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #728 holding.
  • Carson Wealth (CWM LLC) first reported a position in RBC Bearings in Q4 2016 and has held it in 30 quarters since.
  • 612 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2026.

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