Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s RE/MAX Holdings RMAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.2K Sell
5,944
-1,215
-17% -$8.41K ﹤0.01% 4070
2025
Q4 		$54K Sell
7,159
-5,173
-42% -$42K ﹤0.01% 3554
2025
Q3 		$116K Buy
12,332
+8,789
+248% +$77.6K ﹤0.01% 2862
2025
Q2 		$29K Buy
3,543
+2,684
+312% +$20.8K ﹤0.01% 3678
2025
Q1 		$7K Buy
859
+8
+0.9% +$76 ﹤0.01% 4311
2024
Q4 		$9K Buy
851
+105
+14% +$1.26K ﹤0.01% 3947
2024
Q3 		$9K Buy
746
+188
+34% +$1.94K ﹤0.01% 3851
2024
Q2 		$5K Sell
558
-391
-41% -$3.17K ﹤0.01% 3891
2024
Q1 		$8K Buy
949
+32
+3% +$309 ﹤0.01% 3469
2023
Q4 		$12K Buy
917
+760
+484% +$8.34K ﹤0.01% 3096
2023
Q3 		$2K Sell
157
-1,264
-89% -$22K ﹤0.01% 3856
2023
Q2 		$27K Buy
1,421
+800
+129% +$15K ﹤0.01% 2437
2023
Q1 		$12K Sell
621
-117
-16% -$2.33K ﹤0.01% 2860
2022
Q4 		$14K Sell
738
-149
-17% -$2.84K ﹤0.01% 2616
2022
Q3 		$17K Buy
887
+196
+28% +$4.66K ﹤0.01% 2342
2022
Q2 		$17K Buy
691
+160
+30% +$3.88K ﹤0.01% 2231
2022
Q1 		$15K Buy
531
+105
+25% +$3.09K ﹤0.01% 2263
2021
Q4 		$13K Buy
+426
New +$13K ﹤0.01% 2216
2021
Q2 		$9K Hold
269
– – ﹤0.01% 2156
2021
Q1 		$9K Hold
269
– – ﹤0.01% 2156
2020
Q4 		$9K Hold
269
– – ﹤0.01% 2156
2020
Q3 		$9K Hold
269
– – ﹤0.01% 2156
2020
Q2 		$9K Hold
269
– – ﹤0.01% 2156
2020
Q1 		$9K Hold
269
– – ﹤0.01% 2155
2019
Q4 		$9K Hold
269
– – ﹤0.01% 2155
2019
Q3 		$9K Hold
269
– – ﹤0.01% 2155
2019
Q2 		$9K Hold
269
– – ﹤0.01% 2154
2019
Q1 		$9K Buy
+269
New +$10.3K ﹤0.01% 2154

Other funds holding RMAX

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its RE/MAX Holdings (RMAX) stake by 17% in Q1 2026, selling an estimated $8.41K and leaving 5,944 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4070.

Carson Wealth (CWM LLC) first reported a position in RMAX in Q1 2019 and has held it in 28 quarters since. The position peaked at $116K in Q3 2025. 126 funds tracked by Wall St. Rank hold RMAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,944 shares of RE/MAX Holdings worth $34.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,215 RE/MAX Holdings shares in Q1 2026, an estimated $8.41K.
  • RE/MAX Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4070 holding.
  • Carson Wealth (CWM LLC) first reported a position in RE/MAX Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s RE/MAX Holdings position peaked at $116K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q1 2026.

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