Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sonoma Pharmaceuticals SNOA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNOA Stock Details SNOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2 Hold
1
– – ﹤0.01% 5662
2025
Q4 		$0 Hold
1
– – ﹤0.01% 5618
2025
Q3 		$0 Hold
1
– – ﹤0.01% 5520
2025
Q2 		$0 Buy
+1
New +$3 ﹤0.01% 5291
2024
Q2 		– Hold
0
– – – 4914
2024
Q1 		– Hold
0
– – – 4718

Other funds holding SNOA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Sonoma Pharmaceuticals (SNOA) position steady in Q1 2026 at 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #5662.

Carson Wealth (CWM LLC) first reported a position in SNOA in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold SNOA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of Sonoma Pharmaceuticals worth $2 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Sonoma Pharmaceuticals share count unchanged in Q1 2026.
  • Sonoma Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5662 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sonoma Pharmaceuticals in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Sonoma Pharmaceuticals as of Q1 2026.

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