Carson Wealth (CWM LLC)’s SRX Global SRXH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRXH Stock Details SRXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9	Closed	–	–	5693
2025 Q4	$0	Buy	+9	New	+$173	﹤0.01%	5390

Other funds holding SRXH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SRX Global (SRXH) in Q1 2026, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in SRXH in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 19 funds tracked by Wall St. Rank hold SRXH as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining SRX Global position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 9 SRX Global shares in Q1 2026.
Carson Wealth (CWM LLC) first reported a position in SRX Global in Q4 2025 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s SRX Global position peaked at $0 in Q4 2025.
19 funds tracked by Wall St. Rank held SRX Global as of Q1 2026.

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