Carson Wealth (CWM LLC)
SRI icon

Carson Wealth (CWM LLC)’s Stoneridge SRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5K Sell
2,178
-643
-23% -$4.41K ﹤0.01% 4757
2025
Q4 		$16K Sell
2,821
-2,641
-48% -$16.6K ﹤0.01% 4308
2025
Q3 		$42K Sell
5,462
-12,321
-69% -$97.7K ﹤0.01% 3665
2025
Q2 		$125K Buy
17,783
+4,934
+38% +$24.2K ﹤0.01% 2534
2025
Q1 		$59K Buy
12,849
+10,961
+581% +$55.7K ﹤0.01% 2842
2024
Q4 		$12K Buy
1,888
+1,491
+376% +$11.5K ﹤0.01% 3777
2024
Q3 		$4K Sell
397
-111
-22% -$1.58K ﹤0.01% 4216
2024
Q2 		$8K Buy
508
+318
+167% +$5.09K ﹤0.01% 3686
2024
Q1 		$4K Buy
190
+8
+4% +$142 ﹤0.01% 3791
2023
Q4 		$4K Buy
182
+7
+4% +$122 ﹤0.01% 3633
2023
Q3 		$4K Hold
175
– – ﹤0.01% 3601
2023
Q2 		$3K Sell
175
-99
-36% -$1.74K ﹤0.01% 3694
2023
Q1 		$5K Hold
274
– – ﹤0.01% 3323
2022
Q4 		$6K Hold
274
– – ﹤0.01% 3113
2022
Q3 		$5K Hold
274
– – ﹤0.01% 3101
2022
Q2 		$5K Buy
274
+35
+15% +$665 ﹤0.01% 3012
2022
Q1 		$5K Buy
239
+207
+647% +$3.81K ﹤0.01% 2873
2021
Q4 		$1K Buy
+32
New +$676 ﹤0.01% 3379

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Stoneridge (SRI) stake by 23% in Q1 2026, selling an estimated $4.41K and leaving 2,178 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4757.

Carson Wealth (CWM LLC) first reported a position in SRI in Q4 2021 and has held it in 18 quarters since. The position peaked at $125K in Q2 2025. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,178 shares of Stoneridge worth $10.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 643 Stoneridge shares in Q1 2026, an estimated $4.41K.
  • Stoneridge made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4757 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stoneridge in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Stoneridge position peaked at $125K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

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