Carson Wealth (CWM LLC)
RCKY icon

Carson Wealth (CWM LLC)’s Rocky Brands RCKY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RCKY Stock Details RCKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.5K Buy
632
+29
+5% +$1.06K ﹤0.01% 4295
2025
Q4 		$18K Buy
603
+3
+0.5% +$88 ﹤0.01% 4230
2025
Q3 		$18K Buy
600
+175
+41% +$4.7K ﹤0.01% 4192
2025
Q2 		$9K Buy
425
+252
+146% +$4.8K ﹤0.01% 4369
2025
Q1 		$3K Buy
173
+87
+101% +$1.9K ﹤0.01% 4674
2024
Q4 		$2K Buy
86
+72
+514% +$1.76K ﹤0.01% 4599
2024
Q3 		$0 Sell
14
-6
-30% -$191 ﹤0.01% 5092
2024
Q2 		$1K Buy
+20
New +$660 ﹤0.01% 4464
2019
Q1 		– Sell
-175
Closed -$5K – 3215
2018
Q4 		$5K Buy
+175
New +$4.52K ﹤0.01% 1536

Other funds holding RCKY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rocky Brands (RCKY) stake by 4.8% in Q1 2026, buying an estimated $1.06K and bringing the position to 632 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4295.

Carson Wealth (CWM LLC) first reported a position in RCKY in Q4 2018 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold RCKY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 632 shares of Rocky Brands worth $24.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29 Rocky Brands shares in Q1 2026, an estimated $1.06K.
  • Rocky Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4295 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rocky Brands in Q4 2018 and has held it in 9 quarters since.
  • 120 funds tracked by Wall St. Rank held Rocky Brands as of Q1 2026.

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