Carson Wealth (CWM LLC)
SCSC icon

Carson Wealth (CWM LLC)’s Scansource SCSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.1K Buy
1,326
+303
+30% +$11.6K ﹤0.01% 3847
2025
Q4 		$40K Sell
1,023
-851
-45% -$35.1K ﹤0.01% 3771
2025
Q3 		$82K Buy
1,874
+1,152
+160% +$49K ﹤0.01% 3139
2025
Q2 		$30K Buy
722
+129
+22% +$4.82K ﹤0.01% 3653
2025
Q1 		$20K Sell
593
-422
-42% -$17.2K ﹤0.01% 3681
2024
Q4 		$48K Buy
1,015
+352
+53% +$17.2K ﹤0.01% 2840
2024
Q3 		$32K Buy
663
+16
+2% +$758 ﹤0.01% 3057
2024
Q2 		$29K Buy
647
+402
+164% +$18K ﹤0.01% 2871
2024
Q1 		$11K Buy
245
+68
+38% +$2.77K ﹤0.01% 3295
2023
Q4 		$7K Buy
177
+6
+4% +$202 ﹤0.01% 3370
2023
Q3 		$5K Buy
171
+1
+0.6% +$30 ﹤0.01% 3489
2023
Q2 		$5K Buy
170
+144
+554% +$4.16K ﹤0.01% 3466
2023
Q1 		$1K Sell
26
-9
-26% -$280 ﹤0.01% 3916
2022
Q4 		$1K Buy
35
+9
+35% +$267 ﹤0.01% 3838
2022
Q3 		$1K Sell
26
-35
-57% -$1.06K ﹤0.01% 3751
2022
Q2 		$2K Buy
+61
New +$2.14K ﹤0.01% 3400
2022
Q1 		– Sell
-94
Closed -$3K – 3834
2021
Q4 		$3K Buy
+94
New +$3.31K ﹤0.01% 3029

Other funds holding SCSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 SCSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Scansource (SCSC) stake by 30% in Q1 2026, buying an estimated $11.6K and bringing the position to 1,326 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

Carson Wealth (CWM LLC) first reported a position in SCSC in Q4 2021 and has held it in 17 quarters since. The position peaked at $82K in Q3 2025. 202 funds tracked by Wall St. Rank hold SCSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,326 shares of Scansource worth $48.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 303 Scansource shares in Q1 2026, an estimated $11.6K.
  • Scansource made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3847 holding.
  • Carson Wealth (CWM LLC) first reported a position in Scansource in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Scansource position peaked at $82K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Scansource as of Q1 2026.

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