Carson Wealth (CWM LLC)’s Richardson Electronics RELL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RELL Stock Details RELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4K	Buy	949 +582	+159%	+$6.8K	﹤0.01%	4759
2025 Q4	$4K	Buy	367 +21	+6%	+$224	﹤0.01%	4909
2025 Q3	$3K	Buy	346 +119	+52%	+$1.18K	﹤0.01%	4932
2025 Q2	$2K	Sell	227 -321	-59%	-$2.92K	﹤0.01%	4920
2025 Q1	$6K	Buy	548 +16	+3%	+$208	﹤0.01%	4399
2024 Q4	$7K	Buy	532 +3	+0.6%	+$42	﹤0.01%	4076
2024 Q3	$7K	Buy	529 +57	+12%	+$671	﹤0.01%	3965
2024 Q2	$6K	Buy	472 +23	+5%	+$245	﹤0.01%	3802
2024 Q1	$4K	Buy	+449	New	+$4.33K	﹤0.01%	3781

Other funds holding RELL

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Richardson Electronics (RELL) stake by 159% in Q1 2026, buying an estimated $6.8K and bringing the position to 949 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4759.

Carson Wealth (CWM LLC) first reported a position in RELL in Q1 2024 and has held it in 9 quarters since. 99 funds tracked by Wall St. Rank hold RELL as of Q1 2026.

Carson Wealth (CWM LLC) held 949 shares of Richardson Electronics worth $10.4K as of Q1 2026.
Carson Wealth (CWM LLC) bought 582 Richardson Electronics shares in Q1 2026, an estimated $6.8K.
Richardson Electronics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4759 holding.
Carson Wealth (CWM LLC) first reported a position in Richardson Electronics in Q1 2024 and has held it in 9 quarters since.
99 funds tracked by Wall St. Rank held Richardson Electronics as of Q1 2026.

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