Carson Wealth (CWM LLC)’s Sunbelt Rentals Holdings SUNB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SUNB Stock Details SUNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.1K	Buy	+462	New	+$32.4K	﹤0.01%	4165

Other funds holding SUNB

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Sunbelt Rentals Holdings (SUNB) in Q1 2026: 462 shares worth $30.1K. The stake represents ﹤0.01% of the portfolio and ranks #4165 among its holdings.

409 funds tracked by Wall St. Rank hold SUNB as of Q1 2026.

Carson Wealth (CWM LLC) held 462 shares of Sunbelt Rentals Holdings worth $30.1K as of Q1 2026.
Sunbelt Rentals Holdings was a new Carson Wealth (CWM LLC) position in Q1 2026.
Sunbelt Rentals Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4165 holding.
409 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q1 2026.

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