Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Stratus Properties STRS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STRS Stock Details STRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71K Sell
56
-4
-7% -$116 ﹤0.01% 5314
2025
Q4 		$1K Sell
60
-3
-5% -$63 ﹤0.01% 5283
2025
Q3 		$1K Buy
63
+7
+13% +$131 ﹤0.01% 5192
2025
Q2 		$1K Buy
56
+28
+100% +$512 ﹤0.01% 5074
2025
Q1 		$0 Sell
28
-1
-3% -$19 ﹤0.01% 5199
2024
Q4 		$1K Sell
29
-10
-26% -$241 ﹤0.01% 4809
2024
Q3 		$1K Buy
39
+26
+200% +$676 ﹤0.01% 4715
2024
Q2 		$0 Sell
13
-173
-93% -$4.07K ﹤0.01% 4925
2024
Q1 		$4K Buy
186
+1
+0.5% +$23 ﹤0.01% 3792
2023
Q4 		$5K Buy
+185
New +$5.04K ﹤0.01% 3547

Other funds holding STRS

OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Stratus Properties (STRS) stake by 6.7% in Q1 2026, selling an estimated $116 and leaving 56 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #5314.

Carson Wealth (CWM LLC) first reported a position in STRS in Q4 2023 and has held it in 10 quarters since. The position peaked at $5K in Q4 2023. 64 funds tracked by Wall St. Rank hold STRS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56 shares of Stratus Properties worth $1.71K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4 Stratus Properties shares in Q1 2026, an estimated $116.
  • Stratus Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5314 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stratus Properties in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Stratus Properties position peaked at $5K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Stratus Properties as of Q1 2026.

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