Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Strategic Education STRA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$970K Sell
11,693
-1,010
-8% -$82.3K ﹤0.01% 1557
2025
Q4 		$1.02M Sell
12,703
-626
-5% -$50K ﹤0.01% 1488
2025
Q3 		$1.15M Buy
13,329
+3,345
+34% +$269K ﹤0.01% 1333
2025
Q2 		$850K Buy
9,984
+8,542
+592% +$726K ﹤0.01% 1333
2025
Q1 		$121K Sell
1,442
-577
-29% -$52.9K ﹤0.01% 2262
2024
Q4 		$189K Buy
2,019
+593
+42% +$55.4K ﹤0.01% 1855
2024
Q3 		$132K Buy
1,426
+1,096
+332% +$111K ﹤0.01% 2013
2024
Q2 		$37K Buy
330
+318
+2,650% +$35.2K ﹤0.01% 2688
2024
Q1 		$1K Buy
12
+2
+20% +$195 ﹤0.01% 4218
2023
Q4 		$1K Sell
10
-37
-79% -$3.2K ﹤0.01% 4045
2023
Q3 		$4K Hold
47
– – ﹤0.01% 3603
2023
Q2 		$3K Buy
47
+4
+9% +$327 ﹤0.01% 3698
2023
Q1 		$4K Hold
43
– – ﹤0.01% 3426
2022
Q4 		$3K Buy
43
+2
+5% +$148 ﹤0.01% 3453
2022
Q3 		$3K Buy
+41
New +$2.76K ﹤0.01% 3367

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Strategic Education (STRA) stake by 8% in Q1 2026, selling an estimated $82.3K and leaving 11,693 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Carson Wealth (CWM LLC) first reported a position in STRA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q3 2025. 288 funds tracked by Wall St. Rank hold STRA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,693 shares of Strategic Education worth $970K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,010 Strategic Education shares in Q1 2026, an estimated $82.3K.
  • Strategic Education made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1557 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strategic Education in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Strategic Education position peaked at $1.15M in Q3 2025.
  • 288 funds tracked by Wall St. Rank held Strategic Education as of Q1 2026.

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