Carson Wealth (CWM LLC)
SMTI icon

Carson Wealth (CWM LLC)’s Sanara MedTech SMTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMTI Stock Details SMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1K Buy
1,112
+957
+617% +$19.7K ﹤0.01% 4444
2025
Q4 		$4K Buy
155
+70
+82% +$1.81K ﹤0.01% 4915
2025
Q3 		$3K Buy
85
+49
+136% +$1.48K ﹤0.01% 4941
2025
Q2 		$1K Sell
36
-17
-32% -$510 ﹤0.01% 5069
2025
Q1 		$2K Buy
53
+30
+130% +$1.02K ﹤0.01% 4813
2024
Q4 		$1K Buy
23
+8
+53% +$271 ﹤0.01% 4804
2024
Q3 		$0 Buy
15
+12
+400% +$374 ﹤0.01% 5125
2024
Q2 		$0 Buy
3
+2
+200% +$63 ﹤0.01% 4911
2024
Q1 		$0 Buy
+1
New +$37 ﹤0.01% 4716

Other funds holding SMTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Sanara MedTech (SMTI) stake by 617% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,112 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4444.

Carson Wealth (CWM LLC) first reported a position in SMTI in Q1 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold SMTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,112 shares of Sanara MedTech worth $19.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 957 Sanara MedTech shares in Q1 2026, an estimated $19.7K.
  • Sanara MedTech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4444 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sanara MedTech in Q1 2024 and has held it in 9 quarters since.
  • 65 funds tracked by Wall St. Rank held Sanara MedTech as of Q1 2026.

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