Carson Wealth (CWM LLC)
SFIX

Carson Wealth (CWM LLC)’s Stitch Fix SFIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Buy
111,668
+54,546
+95% +$223K ﹤0.01% 2246
2025
Q4 		$300K Sell
57,122
-1,927
-3% -$8.79K ﹤0.01% 2256
2025
Q3 		$257K Buy
59,049
+37,328
+172% +$184K ﹤0.01% 2254
2025
Q2 		$80K Sell
21,721
-10,985
-34% -$41.1K ﹤0.01% 2904
2025
Q1 		$106K Buy
32,706
+973
+3% +$4.43K ﹤0.01% 2383
2024
Q4 		$137K Buy
31,733
+6,558
+26% +$24.1K ﹤0.01% 2073
2024
Q3 		$71K Buy
25,175
+13,308
+112% +$51.8K ﹤0.01% 2431
2024
Q2 		$49K Buy
11,867
+6,762
+132% +$18.3K ﹤0.01% 2493
2024
Q1 		$13K Buy
5,105
+272
+6% +$837 ﹤0.01% 3197
2023
Q4 		$17K Sell
4,833
-1,085
-18% -$3.83K ﹤0.01% 2884
2023
Q3 		$20K Sell
5,918
-4,783
-45% -$19.1K ﹤0.01% 2693
2023
Q2 		$41K Sell
10,701
-100,931
-90% -$382K ﹤0.01% 2123
2023
Q1 		$570K Sell
111,632
-4,129
-4% -$19.3K ﹤0.01% 853
2022
Q4 		$360K Sell
115,761
-19,464
-14% -$72.8K ﹤0.01% 898
2022
Q3 		$534K Sell
135,225
-6,700
-5% -$38K ﹤0.01% 730
2022
Q2 		$701K Sell
141,925
-17,477
-11% -$146K 0.01% 658
2022
Q1 		$1.6M Sell
159,402
-17,209
-10% -$238K 0.01% 446
2021
Q4 		$3.34M Buy
+176,611
New +$5.06M 0.02% 347
2021
Q2 		$11.3M Hold
187,860
– – 0.09% 188
2021
Q1 		$11.3M Hold
187,860
– – 0.09% 188
2020
Q4 		$11.3M Hold
187,860
– – 0.09% 188
2020
Q3 		$11.3M Hold
187,860
– – 0.09% 188
2020
Q2 		$11.3M Hold
187,860
– – 0.09% 188
2020
Q1 		$11.3M Hold
187,860
– – 0.09% 188
2019
Q4 		$11.3M Hold
187,860
– – 0.09% 188
2019
Q3 		$11.3M Hold
187,860
– – 0.09% 188
2019
Q2 		$11.3M Hold
187,860
– – 0.09% 188
2019
Q1 		$11.3M Buy
187,860
+137,172
+271% +$3.41M 0.09% 188
2018
Q4 		$866K Buy
50,688
+49,188
+3,279% +$1.22M 0.02% 383
2018
Q3 		$66K Buy
+1,500
New +$54.7K ﹤0.01% 693

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 SFIX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Stitch Fix (SFIX) stake by 95% in Q1 2026, buying an estimated $223K and bringing the position to 111,668 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Carson Wealth (CWM LLC) first reported a position in SFIX in Q3 2018 and has held it in 30 quarters since. The position peaked at $11.3M in Q2 2021. 192 funds tracked by Wall St. Rank hold SFIX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 111,668 shares of Stitch Fix worth $370K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54,546 Stitch Fix shares in Q1 2026, an estimated $223K.
  • Stitch Fix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2246 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stitch Fix in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Stitch Fix position peaked at $11.3M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2026.

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