Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$590 Sell
78
-97
-55% -$799 ﹤0.01% 5456
2025
Q4 		$1K Sell
175
-307
-64% -$2.35K ﹤0.01% 5282
2025
Q3 		$4K Sell
482
-1,731
-78% -$14.1K ﹤0.01% 4851
2025
Q2 		$17K Buy
2,213
+413
+23% +$2.85K ﹤0.01% 4018
2025
Q1 		$15K Sell
1,800
-210
-10% -$1.83K ﹤0.01% 3889
2024
Q4 		$20K Sell
2,010
-166
-8% -$1.94K ﹤0.01% 3449
2024
Q3 		$30K Buy
2,176
+306
+16% +$3.97K ﹤0.01% 3101
2024
Q2 		$23K Buy
1,870
+102
+6% +$1.28K ﹤0.01% 3033
2024
Q1 		$23K Sell
1,768
-85
-5% -$1.06K ﹤0.01% 2808
2023
Q4 		$28K Sell
1,853
-2,089
-53% -$26.1K ﹤0.01% 2567
2023
Q3 		$49K Buy
3,942
+3,933
+43,700% +$54.7K ﹤0.01% 2079
2023
Q2 		$0 Sell
9
-121
-93% -$1.92K ﹤0.01% 4449
2023
Q1 		$2K Buy
+130
New +$2.53K ﹤0.01% 3697

Other funds holding STHO

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
FC
Foursixthree Capital New York $268M AUM 115.24% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 STHO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Star Holdings Shares of Beneficial Interest (STHO) stake by 55% in Q1 2026, selling an estimated $799 and leaving 78 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #5456.

Carson Wealth (CWM LLC) first reported a position in STHO in Q1 2023 and has held it in 13 quarters since. The position peaked at $49K in Q3 2023. 79 funds tracked by Wall St. Rank hold STHO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 78 shares of Star Holdings Shares of Beneficial Interest worth $590 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 97 Star Holdings Shares of Beneficial Interest shares in Q1 2026, an estimated $799.
  • Star Holdings Shares of Beneficial Interest made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5456 holding.
  • Carson Wealth (CWM LLC) first reported a position in Star Holdings Shares of Beneficial Interest in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Star Holdings Shares of Beneficial Interest position peaked at $49K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q1 2026.

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