Carson Wealth (CWM LLC)
SNDL icon

Carson Wealth (CWM LLC)’s Sundial Growers SNDL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Buy
12,248
+10,988
+872% +$16.8K ﹤0.01% 4543
2025
Q4 		$2K Buy
1,260
+1,066
+549% +$2.14K ﹤0.01% 5135
2025
Q3 		$1K Buy
194
+34
+21% +$68 ﹤0.01% 5188
2025
Q2 		$0 Hold
160
– – ﹤0.01% 5289
2025
Q1 		$0 Hold
160
– – ﹤0.01% 5187
2024
Q4 		$0 Hold
160
– – ﹤0.01% 5143
2024
Q3 		$0 Sell
160
-47
-23% -$98 ﹤0.01% 5127
2024
Q2 		$0 Buy
207
+47
+29% +$101 ﹤0.01% 4913
2024
Q1 		$0 Hold
160
– – ﹤0.01% 4717
2023
Q4 		$0 Hold
160
– – ﹤0.01% 4490
2023
Q3 		$0 Buy
160
+10
+7% +$17 ﹤0.01% 4507
2023
Q2 		$0 Hold
150
– – ﹤0.01% 4441
2023
Q1 		$0 Hold
150
– – ﹤0.01% 4324
2022
Q4 		$0 Hold
150
– – ﹤0.01% 4234
2022
Q3 		$0 Hold
150
– – ﹤0.01% 4166
2022
Q2 		$0 Hold
150
– – ﹤0.01% 4075
2022
Q1 		$1K Sell
150
-30
-17% -$166 ﹤0.01% 3409
2021
Q4 		$1K Buy
+180
New +$1.18K ﹤0.01% 3373
2021
Q2 		$4K Hold
400
– – ﹤0.01% 2467
2021
Q1 		$4K Hold
400
– – ﹤0.01% 2467
2020
Q4 		$4K Hold
400
– – ﹤0.01% 2466
2020
Q3 		$4K Hold
400
– – ﹤0.01% 2466
2020
Q2 		$4K Hold
400
– – ﹤0.01% 2466
2020
Q1 		$4K Hold
400
– – ﹤0.01% 2466
2019
Q4 		$4K Hold
400
– – ﹤0.01% 2465
2019
Q3 		$4K Buy
+400
New +$35.5K ﹤0.01% 2465

Other funds holding SNDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Sundial Growers (SNDL) stake by 872% in Q1 2026, buying an estimated $16.8K and bringing the position to 12,248 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4543.

Carson Wealth (CWM LLC) first reported a position in SNDL in Q3 2019 and has held it in 26 quarters since. 111 funds tracked by Wall St. Rank hold SNDL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,248 shares of Sundial Growers worth $16.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,988 Sundial Growers shares in Q1 2026, an estimated $16.8K.
  • Sundial Growers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4543 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sundial Growers in Q3 2019 and has held it in 26 quarters since.
  • 111 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2026.

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