Carson Wealth (CWM LLC)
RLGT icon

Carson Wealth (CWM LLC)’s Radiant Logistics RLGT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.1K Sell
3,566
-101
-3% -$709 ﹤0.01% 4284
2025
Q4 		$23K Sell
3,667
-401
-10% -$2.49K ﹤0.01% 4096
2025
Q3 		$24K Sell
4,068
-790
-16% -$4.86K ﹤0.01% 4016
2025
Q2 		$30K Buy
4,858
+47
+1% +$281 ﹤0.01% 3652
2025
Q1 		$30K Sell
4,811
-16
-0.3% -$108 ﹤0.01% 3389
2024
Q4 		$32K Buy
4,827
+31
+0.6% +$213 ﹤0.01% 3131
2024
Q3 		$31K Buy
4,796
+3,701
+338% +$22.5K ﹤0.01% 3077
2024
Q2 		$6K Buy
1,095
+895
+448% +$4.66K ﹤0.01% 3804
2024
Q1 		$1K Buy
200
+180
+900% +$1.07K ﹤0.01% 4203
2023
Q4 		$0 Buy
+20
New +$121 ﹤0.01% 4466
2022
Q4 		– Sell
-789
Closed -$4K – 4212
2022
Q3 		$4K Buy
789
+727
+1,173% +$5.11K ﹤0.01% 3207
2022
Q2 		$0 Buy
+62
New +$399 ﹤0.01% 4056
2022
Q1 		– Sell
-573
Closed -$4K – 3819
2021
Q4 		$4K Buy
+573
New +$4.12K ﹤0.01% 2874

Other funds holding RLGT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Radiant Logistics (RLGT) stake by 2.8% in Q1 2026, selling an estimated $709 and leaving 3,566 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4284.

Carson Wealth (CWM LLC) first reported a position in RLGT in Q4 2021 and has held it in 13 quarters since. The position peaked at $32K in Q4 2024. 131 funds tracked by Wall St. Rank hold RLGT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,566 shares of Radiant Logistics worth $25.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 101 Radiant Logistics shares in Q1 2026, an estimated $709.
  • Radiant Logistics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4284 holding.
  • Carson Wealth (CWM LLC) first reported a position in Radiant Logistics in Q4 2021 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Radiant Logistics position peaked at $32K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Radiant Logistics as of Q1 2026.

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