Carson Wealth (CWM LLC)
SCS

Carson Wealth (CWM LLC)’s Steelcase SCS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-36,158
Closed -$622K – 5605
2025
Q3 		$622K Buy
36,158
+9,415
+35% +$136K ﹤0.01% 1682
2025
Q2 		$279K Buy
26,743
+6,940
+35% +$71.4K ﹤0.01% 1922
2025
Q1 		$217K Sell
19,803
-5,600
-22% -$64.6K ﹤0.01% 1871
2024
Q4 		$300K Sell
25,403
-1,652
-6% -$21.3K ﹤0.01% 1592
2024
Q3 		$365K Buy
27,055
+5,324
+24% +$71.4K ﹤0.01% 1448
2024
Q2 		$282K Buy
21,731
+594
+3% +$7.57K ﹤0.01% 1421
2024
Q1 		$276K Buy
21,137
+3,262
+18% +$41.9K ﹤0.01% 1371
2023
Q4 		$242K Buy
17,875
+462
+3% +$5.48K ﹤0.01% 1336
2023
Q3 		$195K Buy
17,413
+3,444
+25% +$30.1K ﹤0.01% 1324
2023
Q2 		$108K Sell
13,969
-10
-0.1% -$76 ﹤0.01% 1531
2023
Q1 		$118K Sell
13,979
-562
-4% -$4.31K ﹤0.01% 1410
2022
Q4 		$103K Buy
14,541
+3,082
+27% +$22.8K ﹤0.01% 1369
2022
Q3 		$75K Buy
+11,459
New +$122K ﹤0.01% 1470

Other funds holding SCS

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCS Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Steelcase (SCS) in Q4 2025, closing a stake of 36,158 shares — an estimated $622K sold.

Carson Wealth (CWM LLC) first reported a position in SCS in Q3 2022 and held it in 13 quarters. The position peaked at $622K in Q3 2025. 3 funds tracked by Wall St. Rank hold SCS as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Steelcase position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 36,158 Steelcase shares in Q4 2025, an estimated $622K.
  • Carson Wealth (CWM LLC) first reported a position in Steelcase in Q3 2022 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Steelcase position peaked at $622K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Steelcase as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.