Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s RH RH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.5K Sell
333
-159
-32% -$29K ﹤0.01% 3873
2025
Q4 		$88K Buy
492
+91
+23% +$15.6K ﹤0.01% 3167
2025
Q3 		$81K Buy
401
+231
+136% +$50.2K ﹤0.01% 3146
2025
Q2 		$32K Sell
170
-213
-56% -$39.6K ﹤0.01% 3619
2025
Q1 		$90K Sell
383
-121
-24% -$41.9K ﹤0.01% 2506
2024
Q4 		$198K Buy
504
+36
+8% +$12.8K ﹤0.01% 1829
2024
Q3 		$157K Buy
468
+150
+47% +$41.3K ﹤0.01% 1893
2024
Q2 		$78K Buy
318
+28
+10% +$7.36K ﹤0.01% 2158
2024
Q1 		$101K Buy
290
+14
+5% +$3.81K ﹤0.01% 1880
2023
Q4 		$80K Sell
276
-62
-18% -$16K ﹤0.01% 1890
2023
Q3 		$89K Buy
338
+5
+2% +$1.74K ﹤0.01% 1710
2023
Q2 		$110K Buy
333
+39
+13% +$10.2K ﹤0.01% 1521
2023
Q1 		$72K Sell
294
-24
-8% -$6.97K ﹤0.01% 1670
2022
Q4 		$85K Sell
318
-57
-15% -$14.9K ﹤0.01% 1454
2022
Q3 		$92K Buy
375
+115
+44% +$31K ﹤0.01% 1377
2022
Q2 		$55K Sell
260
-224
-46% -$66.5K ﹤0.01% 1591
2022
Q1 		$158K Buy
484
+403
+498% +$161K ﹤0.01% 1143
2021
Q4 		$43K Buy
+81
New +$49.8K ﹤0.01% 1641
2021
Q2 		$12K Hold
18
– – ﹤0.01% 2028
2021
Q1 		$12K Hold
18
– – ﹤0.01% 2028
2020
Q4 		$12K Hold
18
– – ﹤0.01% 2028
2020
Q3 		$12K Hold
18
– – ﹤0.01% 2027
2020
Q2 		$12K Hold
18
– – ﹤0.01% 2027
2020
Q1 		$12K Hold
18
– – ﹤0.01% 2027
2019
Q4 		$12K Hold
18
– – ﹤0.01% 2027
2019
Q3 		$12K Hold
18
– – ﹤0.01% 2027
2019
Q2 		$12K Hold
18
– – ﹤0.01% 2027
2019
Q1 		$12K Buy
+18
New +$2.45K ﹤0.01% 2026

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its RH (RH) stake by 32% in Q1 2026, selling an estimated $29K and leaving 333 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3873.

Carson Wealth (CWM LLC) first reported a position in RH in Q1 2019 and has held it in 28 quarters since. The position peaked at $198K in Q4 2024. 371 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 333 shares of RH worth $46.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 159 RH shares in Q1 2026, an estimated $29K.
  • RH made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3873 holding.
  • Carson Wealth (CWM LLC) first reported a position in RH in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s RH position peaked at $198K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held RH as of Q1 2026.

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