Carson Wealth (CWM LLC)
RXO icon

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

Carson Wealth (CWM LLC)’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$348K Buy
23,783
+19,142
+412% +$281K ﹤0.01% 2287
2025
Q4 		$59K Buy
4,641
+410
+10% +$6.05K ﹤0.01% 3480
2025
Q3 		$65K Buy
4,231
+2,480
+142% +$40K ﹤0.01% 3318
2025
Q2 		$28K Sell
1,751
-125
-7% -$1.9K ﹤0.01% 3694
2025
Q1 		$36K Buy
1,876
+1,315
+234% +$28.8K ﹤0.01% 3245
2024
Q4 		$13K Buy
561
+56
+11% +$1.56K ﹤0.01% 3727
2024
Q3 		$14K Buy
505
+59
+13% +$1.67K ﹤0.01% 3599
2024
Q2 		$12K Buy
446
+45
+11% +$936 ﹤0.01% 3450
2024
Q1 		$9K Sell
401
-75
-16% -$1.61K ﹤0.01% 3417
2023
Q4 		$11K Sell
476
-90
-16% -$1.81K ﹤0.01% 3146
2023
Q3 		$11K Sell
566
-35
-6% -$689 ﹤0.01% 3091
2023
Q2 		$14K Sell
601
-225
-27% -$4.53K ﹤0.01% 2884
2023
Q1 		$16K Buy
826
+323
+64% +$6.2K ﹤0.01% 2663
2022
Q4 		$9K Buy
+503
New +$8.92K ﹤0.01% 2881

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its RXO (RXO) stake by 412% in Q1 2026, buying an estimated $281K and bringing the position to 23,783 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Carson Wealth (CWM LLC) first reported a position in RXO in Q4 2022 and has held it in 14 quarters since. 275 funds tracked by Wall St. Rank hold RXO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,783 shares of RXO worth $348K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,142 RXO shares in Q1 2026, an estimated $281K.
  • RXO made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2287 holding.
  • Carson Wealth (CWM LLC) first reported a position in RXO in Q4 2022 and has held it in 14 quarters since.
  • 275 funds tracked by Wall St. Rank held RXO as of Q1 2026.

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