Carson Wealth (CWM LLC)
STN icon

Carson Wealth (CWM LLC)’s Stantec STN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STN Stock Details STN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Buy
3,191
+13
+0.4% +$1.22K ﹤0.01% 2451
2025
Q4 		$300K Sell
3,178
-6
-0.2% -$618 ﹤0.01% 2257
2025
Q3 		$343K Buy
3,184
+7
+0.2% +$765 ﹤0.01% 2015
2025
Q2 		$345K Buy
3,177
+1,474
+87% +$142K ﹤0.01% 1781
2025
Q1 		$141K Hold
1,703
– – ﹤0.01% 2150
2024
Q4 		$134K Buy
1,703
+1,661
+3,955% +$138K ﹤0.01% 2085
2024
Q3 		$3K Hold
42
– – ﹤0.01% 4321
2024
Q2 		$4K Sell
42
-35
-45% -$2.85K ﹤0.01% 4007
2024
Q1 		$6K Buy
77
+35
+83% +$2.88K ﹤0.01% 3608
2023
Q4 		$3K Hold
42
– – ﹤0.01% 3742
2023
Q3 		$3K Hold
42
– – ﹤0.01% 3708
2023
Q2 		$3K Hold
42
– – ﹤0.01% 3697
2023
Q1 		$2K Sell
42
-58
-58% -$3.14K ﹤0.01% 3698
2022
Q4 		$5K Hold
100
– – ﹤0.01% 3223
2022
Q3 		$4K Hold
100
– – ﹤0.01% 3218
2022
Q2 		$4K Hold
100
– – ﹤0.01% 3133
2022
Q1 		$5K Hold
100
– – ﹤0.01% 2875
2021
Q4 		$6K Buy
+100
New +$5.4K ﹤0.01% 2667

Other funds holding STN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Stantec (STN) stake by 0.41% in Q1 2026, buying an estimated $1.22K and bringing the position to 3,191 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Carson Wealth (CWM LLC) first reported a position in STN in Q4 2021 and has held it in 18 quarters since. The position peaked at $345K in Q2 2025. 308 funds tracked by Wall St. Rank hold STN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,191 shares of Stantec worth $276K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13 Stantec shares in Q1 2026, an estimated $1.22K.
  • Stantec made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2451 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stantec in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Stantec position peaked at $345K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Stantec as of Q1 2026.

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