Carson Wealth (CWM LLC)
SUZ icon

Carson Wealth (CWM LLC)’s Suzano SUZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SUZ Stock Details SUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.13K Sell
512
-224
-30% -$2.26K ﹤0.01% 5014
2025
Q4 		$7K Sell
736
-1,083
-60% -$9.84K ﹤0.01% 4715
2025
Q3 		$17K Buy
1,819
+792
+77% +$7.51K ﹤0.01% 4229
2025
Q2 		$10K Sell
1,027
-639
-38% -$5.86K ﹤0.01% 4313
2025
Q1 		$15K Sell
1,666
-108
-6% -$1.08K ﹤0.01% 3890
2024
Q4 		$18K Sell
1,774
-21
-1% -$215 ﹤0.01% 3526
2024
Q3 		$18K Buy
1,795
+14
+0.8% +$137 ﹤0.01% 3440
2024
Q2 		$18K Buy
1,781
+193
+12% +$2.03K ﹤0.01% 3194
2024
Q1 		$20K Buy
1,588
+327
+26% +$3.68K ﹤0.01% 2920
2023
Q4 		$14K Buy
1,261
+226
+22% +$2.44K ﹤0.01% 3007
2023
Q3 		$11K Buy
1,035
+209
+25% +$2.09K ﹤0.01% 3099
2023
Q2 		$8K Buy
826
+663
+407% +$5.8K ﹤0.01% 3238
2023
Q1 		$1K Sell
163
-77
-32% -$690 ﹤0.01% 3931
2022
Q4 		$2K Buy
240
+54
+29% +$531 ﹤0.01% 3628
2022
Q3 		$2K Buy
186
+162
+675% +$1.43K ﹤0.01% 3539
2022
Q2 		$0 Hold
24
– – ﹤0.01% 4088
2022
Q1 		$0 Buy
+24
New +$271 ﹤0.01% 3862

Other funds holding SUZ

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Suzano (SUZ) stake by 30% in Q1 2026, selling an estimated $2.26K and leaving 512 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #5014.

Carson Wealth (CWM LLC) first reported a position in SUZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $20K in Q1 2024. 143 funds tracked by Wall St. Rank hold SUZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 512 shares of Suzano worth $5.13K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 224 Suzano shares in Q1 2026, an estimated $2.26K.
  • Suzano made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5014 holding.
  • Carson Wealth (CWM LLC) first reported a position in Suzano in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Suzano position peaked at $20K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Suzano as of Q1 2026.

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