Carson Wealth (CWM LLC)
STAA icon

Carson Wealth (CWM LLC)’s STAAR Surgical STAA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23K Sell
1,230
-206
-14% -$3.93K ﹤0.01% 4322
2025
Q4 		$33K Sell
1,436
-47
-3% -$1.21K ﹤0.01% 3896
2025
Q3 		$40K Sell
1,483
-80
-5% -$1.91K ﹤0.01% 3708
2025
Q2 		$26K Buy
1,563
+665
+74% +$11.7K ﹤0.01% 3756
2025
Q1 		$16K Buy
898
+431
+92% +$8.65K ﹤0.01% 3847
2024
Q4 		$11K Sell
467
-420
-47% -$12K ﹤0.01% 3830
2024
Q3 		$33K Buy
887
+551
+164% +$20.6K ﹤0.01% 3033
2024
Q2 		$16K Buy
336
+55
+20% +$2.41K ﹤0.01% 3276
2024
Q1 		$11K Buy
281
+53
+23% +$1.72K ﹤0.01% 3298
2023
Q4 		$7K Sell
228
-276
-55% -$9.92K ﹤0.01% 3374
2023
Q3 		$20K Buy
504
+359
+248% +$16.8K ﹤0.01% 2695
2023
Q2 		$8K Sell
145
-66
-31% -$4.02K ﹤0.01% 3236
2023
Q1 		$13K Buy
211
+89
+73% +$5.81K ﹤0.01% 2812
2022
Q4 		$6K Buy
122
+30
+33% +$1.88K ﹤0.01% 3114
2022
Q3 		$6K Buy
92
+68
+283% +$5.82K ﹤0.01% 3006
2022
Q2 		$2K Hold
24
– – ﹤0.01% 3411
2022
Q1 		$2K Sell
24
-20
-45% -$1.49K ﹤0.01% 3226
2021
Q4 		$4K Buy
+44
New +$4.72K ﹤0.01% 2887
2019
Q1 		– Sell
-16
Closed -$1K – 3256
2018
Q4 		$1K Buy
+16
New +$623 ﹤0.01% 1989

Other funds holding STAA

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its STAAR Surgical (STAA) stake by 14% in Q1 2026, selling an estimated $3.93K and leaving 1,230 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #4322.

Carson Wealth (CWM LLC) first reported a position in STAA in Q4 2018 and has held it in 19 quarters since. The position peaked at $40K in Q3 2025. 187 funds tracked by Wall St. Rank hold STAA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,230 shares of STAAR Surgical worth $23K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 206 STAAR Surgical shares in Q1 2026, an estimated $3.93K.
  • STAAR Surgical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4322 holding.
  • Carson Wealth (CWM LLC) first reported a position in STAAR Surgical in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s STAAR Surgical position peaked at $40K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2026.

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