Carson Wealth (CWM LLC)
SBS icon

Carson Wealth (CWM LLC)’s Sabesp SBS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$166K Sell
27,145
-269
-1% -$1.48K ﹤0.01% 2887
2025
Q4 		$131K Buy
27,414
+5,860
+27% +$28.3K ﹤0.01% 2874
2025
Q3 		$104K Buy
21,554
+9,771
+83% +$41.1K ﹤0.01% 2964
2025
Q2 		$50K Buy
11,783
+1,852
+19% +$7.17K ﹤0.01% 3285
2025
Q1 		$34K Sell
9,931
-444
-4% -$1.41K ﹤0.01% 3295
2024
Q4 		$29K Sell
10,375
-2,516
-20% -$7.68K ﹤0.01% 3202
2024
Q3 		$41K Buy
12,891
+4,269
+50% +$13.6K ﹤0.01% 2853
2024
Q2 		$22K Sell
8,622
-902
-9% -$2.64K ﹤0.01% 3057
2024
Q1 		$31K Buy
9,524
+1,614
+20% +$4.93K ﹤0.01% 2627
2023
Q4 		$23K Buy
7,910
+2,083
+36% +$5.29K ﹤0.01% 2702
2023
Q3 		$14K Sell
5,827
-351
-6% -$797 ﹤0.01% 2942
2023
Q2 		$14K Buy
6,178
+243
+4% +$487 ﹤0.01% 2885
2023
Q1 		$12K Buy
5,935
+51
+0.9% +$101 ﹤0.01% 2861
2022
Q4 		$12K Sell
5,884
-407
-6% -$860 ﹤0.01% 2714
2022
Q3 		$11K Buy
6,291
+897
+17% +$1.52K ﹤0.01% 2641
2022
Q2 		$8K Buy
5,394
+1,341
+33% +$2.42K ﹤0.01% 2732
2022
Q1 		$8K Buy
4,053
+3,357
+482% +$4.94K ﹤0.01% 2636
2021
Q4 		$1K Buy
+696
New +$904 ﹤0.01% 3369
2021
Q2 		$2K Hold
1,207
– – ﹤0.01% 2695
2021
Q1 		$2K Hold
1,207
– – ﹤0.01% 2695
2020
Q4 		$2K Hold
1,207
– – ﹤0.01% 2694
2020
Q3 		$2K Hold
1,207
– – ﹤0.01% 2693
2020
Q2 		$2K Hold
1,207
– – ﹤0.01% 2692
2020
Q1 		$2K Hold
1,207
– – ﹤0.01% 2692
2019
Q4 		$2K Hold
1,207
– – ﹤0.01% 2691
2019
Q3 		$2K Hold
1,207
– – ﹤0.01% 2691
2019
Q2 		$2K Hold
1,207
– – ﹤0.01% 2690
2019
Q1 		$2K Buy
+1,207
New +$2.51K ﹤0.01% 2687
2018
Q3 		– Sell
-351
Closed – – 1969
2018
Q2 		$0 Hold
351
– – ﹤0.01% 1768
2018
Q1 		$1K Buy
+351
New +$754 ﹤0.01% 1322

Other funds holding SBS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Sabesp (SBS) stake by 0.98% in Q1 2026, selling an estimated $1.48K and leaving 27,145 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Carson Wealth (CWM LLC) first reported a position in SBS in Q1 2018 and has held it in 30 quarters since. 246 funds tracked by Wall St. Rank hold SBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,145 shares of Sabesp worth $166K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 269 Sabesp shares in Q1 2026, an estimated $1.48K.
  • Sabesp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2887 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sabesp in Q1 2018 and has held it in 30 quarters since.
  • 246 funds tracked by Wall St. Rank held Sabesp as of Q1 2026.

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