Carson Wealth (CWM LLC)
STC icon

Carson Wealth (CWM LLC)’s Stewart Information Services STC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Sell
2,228
-34
-2% -$2.27K ﹤0.01% 3017
2025
Q4 		$159K Buy
2,262
+4
+0.2% +$288 ﹤0.01% 2747
2025
Q3 		$166K Sell
2,258
-10,764
-83% -$741K ﹤0.01% 2587
2025
Q2 		$848K Sell
13,022
-540
-4% -$34.7K ﹤0.01% 1334
2025
Q1 		$968K Sell
13,562
-1,868
-12% -$126K ﹤0.01% 1143
2024
Q4 		$1.04M Sell
15,430
-1,126
-7% -$80.5K ﹤0.01% 1063
2024
Q3 		$1.24M Sell
16,556
-1,111
-6% -$78.6K 0.01% 908
2024
Q2 		$1.1M Sell
17,667
-2,458
-12% -$153K 0.01% 845
2024
Q1 		$1.31M Sell
20,125
-2,591
-11% -$158K 0.01% 751
2023
Q4 		$1.33M Sell
22,716
-1,792
-7% -$85K 0.01% 691
2023
Q3 		$1.07M Sell
24,508
-1,051
-4% -$47.5K 0.01% 716
2023
Q2 		$1.05M Sell
25,559
-994
-4% -$42K 0.01% 702
2023
Q1 		$1.07M Buy
26,553
+968
+4% +$42.4K 0.01% 647
2022
Q4 		$1.09M Buy
25,585
+2,439
+11% +$102K 0.01% 589
2022
Q3 		$1.01M Sell
23,146
-748
-3% -$38.2K 0.01% 561
2022
Q2 		$1.19M Sell
23,894
-756
-3% -$40.6K 0.01% 524
2022
Q1 		$1.49M Sell
24,650
-4,950
-17% -$344K 0.01% 465
2021
Q4 		$2.36M Buy
+29,600
New +$2.17M 0.02% 399
2021
Q2 		$1.96M Hold
34,646
– – 0.02% 429
2021
Q1 		$1.96M Hold
34,646
– – 0.02% 429
2020
Q4 		$1.96M Hold
34,646
– – 0.02% 429
2020
Q3 		$1.96M Hold
34,646
– – 0.02% 429
2020
Q2 		$1.96M Hold
34,646
– – 0.02% 429
2020
Q1 		$1.96M Hold
34,646
– – 0.02% 429
2019
Q4 		$1.96M Hold
34,646
– – 0.02% 429
2019
Q3 		$1.96M Hold
34,646
– – 0.02% 429
2019
Q2 		$1.96M Hold
34,646
– – 0.02% 429
2019
Q1 		$1.96M Buy
+34,646
New +$1.49M 0.02% 429

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Stewart Information Services (STC) stake by 1.5% in Q1 2026, selling an estimated $2.27K and leaving 2,228 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3017.

Carson Wealth (CWM LLC) first reported a position in STC in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.36M in Q4 2021. 244 funds tracked by Wall St. Rank hold STC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,228 shares of Stewart Information Services worth $137K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 34 Stewart Information Services shares in Q1 2026, an estimated $2.27K.
  • Stewart Information Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3017 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stewart Information Services in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Stewart Information Services position peaked at $2.36M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2026.

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