Carson Wealth (CWM LLC)
STGW icon

Carson Wealth (CWM LLC)’s Stagwell STGW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$195K Buy
31,050
+9,489
+44% +$53.1K ﹤0.01% 2761
2025
Q4 		$105K Buy
21,561
+19,176
+804% +$99.8K ﹤0.01% 3026
2025
Q3 		$13K Buy
2,385
+423
+22% +$2.25K ﹤0.01% 4366
2025
Q2 		$9K Buy
1,962
+1,587
+423% +$7.98K ﹤0.01% 4372
2025
Q1 		$2K Buy
375
+244
+186% +$1.53K ﹤0.01% 4815
2024
Q4 		$1K Buy
131
+47
+56% +$335 ﹤0.01% 4808
2024
Q3 		$1K Buy
84
+64
+320% +$439 ﹤0.01% 4714
2024
Q2 		$0 Buy
20
+19
+1,900% +$122 ﹤0.01% 4923
2024
Q1 		$0 Buy
+1
New +$6 ﹤0.01% 4726
2022
Q2 		– Sell
-47
Closed – – 4084
2022
Q1 		$0 Hold
47
– – ﹤0.01% 3856
2021
Q4 		$0 Buy
+47
New +$404 ﹤0.01% 3639

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Stagwell (STGW) stake by 44% in Q1 2026, buying an estimated $53.1K and bringing the position to 31,050 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Carson Wealth (CWM LLC) first reported a position in STGW in Q4 2021 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31,050 shares of Stagwell worth $195K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,489 Stagwell shares in Q1 2026, an estimated $53.1K.
  • Stagwell made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2761 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stagwell in Q4 2021 and has held it in 11 quarters since.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

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