Carson Wealth (CWM LLC)
RWT

Carson Wealth (CWM LLC)’s Redwood Trust RWT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.1K Sell
7,674
-36
-0.5% -$209 ﹤0.01% 3922
2025
Q4 		$43K Sell
7,710
-1,804
-19% -$9.91K ﹤0.01% 3713
2025
Q3 		$55K Buy
9,514
+3,346
+54% +$20K ﹤0.01% 3452
2025
Q2 		$36K Buy
6,168
+4,503
+270% +$25.6K ﹤0.01% 3518
2025
Q1 		$10K Sell
1,665
-183
-10% -$1.17K ﹤0.01% 4119
2024
Q4 		$12K Buy
1,848
+385
+26% +$2.77K ﹤0.01% 3774
2024
Q3 		$11K Buy
1,463
+235
+19% +$1.71K ﹤0.01% 3751
2024
Q2 		$8K Buy
1,228
+250
+26% +$1.55K ﹤0.01% 3683
2024
Q1 		$6K Buy
978
+58
+6% +$379 ﹤0.01% 3604
2023
Q4 		$7K Sell
920
-134
-13% -$939 ﹤0.01% 3369
2023
Q3 		$8K Buy
1,054
+16
+2% +$118 ﹤0.01% 3266
2023
Q2 		$7K Sell
1,038
-96
-8% -$600 ﹤0.01% 3300
2023
Q1 		$8K Buy
1,134
+175
+18% +$1.31K ﹤0.01% 3095
2022
Q4 		$6K Sell
959
-354
-27% -$2.47K ﹤0.01% 3108
2022
Q3 		$8K Sell
1,313
-1,849
-58% -$14.3K ﹤0.01% 2844
2022
Q2 		$24K Buy
3,162
+2,895
+1,084% +$26.6K ﹤0.01% 2011
2022
Q1 		$3K Sell
267
-68
-20% -$774 ﹤0.01% 3077
2021
Q4 		$4K Buy
+335
New +$4.53K ﹤0.01% 2876
2018
Q1 		– Sell
-160
Closed -$2K – 1524
2017
Q4 		$2K Buy
+160
New +$2.48K ﹤0.01% 1292

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Redwood Trust (RWT) stake by 0.47% in Q1 2026, selling an estimated $209 and leaving 7,674 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3922.

Carson Wealth (CWM LLC) first reported a position in RWT in Q4 2017 and has held it in 19 quarters since. The position peaked at $55K in Q3 2025. 238 funds tracked by Wall St. Rank hold RWT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,674 shares of Redwood Trust worth $43.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 36 Redwood Trust shares in Q1 2026, an estimated $209.
  • Redwood Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3922 holding.
  • Carson Wealth (CWM LLC) first reported a position in Redwood Trust in Q4 2017 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Redwood Trust position peaked at $55K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2026.

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