Carson Wealth (CWM LLC)
RHLD

Carson Wealth (CWM LLC)’s Resolute Holdings Management RHLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RHLD Stock Details RHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$144K Sell
890
-26
-3% -$4.74K ﹤0.01% 2985
2025
Q4 		$189K Buy
916
+64
+8% +$9.47K ﹤0.01% 2622
2025
Q3 		$61K Buy
852
+413
+94% +$22.3K ﹤0.01% 3369
2025
Q2 		$14K Buy
439
+332
+310% +$10.2K ﹤0.01% 4139
2025
Q1 		$3K Buy
+107
New +$3.79K ﹤0.01% 4715

Other funds holding RHLD

LWCA
Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $329M AUM 64.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Resolute Holdings Management (RHLD) stake by 2.8% in Q1 2026, selling an estimated $4.74K and leaving 890 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Carson Wealth (CWM LLC) first reported a position in RHLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $189K in Q4 2025. 129 funds tracked by Wall St. Rank hold RHLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 890 shares of Resolute Holdings Management worth $144K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26 Resolute Holdings Management shares in Q1 2026, an estimated $4.74K.
  • Resolute Holdings Management made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2985 holding.
  • Carson Wealth (CWM LLC) first reported a position in Resolute Holdings Management in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Resolute Holdings Management position peaked at $189K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Resolute Holdings Management as of Q1 2026.

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