Carson Wealth (CWM LLC)
STRT icon

Carson Wealth (CWM LLC)’s STRATTEC Security STRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STRT Stock Details STRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.85K Buy
113
+107
+1,783% +$8.77K ﹤0.01% 4820
2025
Q4 		$0 Sell
6
-46
-88% -$3.29K ﹤0.01% 5630
2025
Q3 		$4K Buy
+52
New +$3.49K ﹤0.01% 4852
2019
Q1 		– Sell
-21
Closed -$1K – 3257
2018
Q4 		$1K Hold
21
– – ﹤0.01% 1992
2018
Q3 		$1K Hold
21
– – ﹤0.01% 1750
2018
Q2 		$1K Hold
21
– – ﹤0.01% 1599
2018
Q1 		$1K Hold
21
– – ﹤0.01% 1332
2017
Q4 		$1K Hold
21
– – ﹤0.01% 1398
2017
Q3 		$1K Buy
+21
New +$758 ﹤0.01% 1418

Other funds holding STRT

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its STRATTEC Security (STRT) stake by 1,783% in Q1 2026, buying an estimated $8.77K and bringing the position to 113 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4820.

Carson Wealth (CWM LLC) first reported a position in STRT in Q3 2017 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold STRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 113 shares of STRATTEC Security worth $8.85K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 107 STRATTEC Security shares in Q1 2026, an estimated $8.77K.
  • STRATTEC Security made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4820 holding.
  • Carson Wealth (CWM LLC) first reported a position in STRATTEC Security in Q3 2017 and has held it in 9 quarters since.
  • 132 funds tracked by Wall St. Rank held STRATTEC Security as of Q1 2026.

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