Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Standex International SXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.4K Buy
233
+37
+19% +$9.28K ﹤0.01% 3685
2025
Q4 		$43K Buy
196
+6
+3% +$1.39K ﹤0.01% 3715
2025
Q3 		$40K Buy
190
+13
+7% +$2.46K ﹤0.01% 3710
2025
Q2 		$28K Hold
177
– – ﹤0.01% 3697
2025
Q1 		$29K Buy
177
+7
+4% +$1.28K ﹤0.01% 3425
2024
Q4 		$32K Buy
170
+39
+30% +$7.53K ﹤0.01% 3133
2024
Q3 		$24K Buy
131
+36
+38% +$6.26K ﹤0.01% 3251
2024
Q2 		$15K Buy
95
+8
+9% +$1.35K ﹤0.01% 3315
2024
Q1 		$16K Buy
87
+3
+4% +$485 ﹤0.01% 3060
2023
Q4 		$13K Sell
84
-32
-28% -$4.61K ﹤0.01% 3051
2023
Q3 		$17K Sell
116
-1
-0.9% -$149 ﹤0.01% 2803
2023
Q2 		$17K Buy
117
+14
+14% +$1.85K ﹤0.01% 2758
2023
Q1 		$13K Buy
103
+20
+24% +$2.28K ﹤0.01% 2815
2022
Q4 		$9K Buy
83
+40
+93% +$3.92K ﹤0.01% 2883
2022
Q3 		$4K Buy
43
+36
+514% +$3.21K ﹤0.01% 3219
2022
Q2 		$1K Sell
7
-4
-36% -$375 ﹤0.01% 3644
2022
Q1 		$1K Buy
11
+5
+83% +$524 ﹤0.01% 3413
2021
Q4 		$1K Buy
+6
New +$652 ﹤0.01% 3384

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Standex International (SXI) stake by 19% in Q1 2026, buying an estimated $9.28K and bringing the position to 233 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3685.

Carson Wealth (CWM LLC) first reported a position in SXI in Q4 2021 and has held it in 18 quarters since. 285 funds tracked by Wall St. Rank hold SXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 233 shares of Standex International worth $59.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 37 Standex International shares in Q1 2026, an estimated $9.28K.
  • Standex International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3685 holding.
  • Carson Wealth (CWM LLC) first reported a position in Standex International in Q4 2021 and has held it in 18 quarters since.
  • 285 funds tracked by Wall St. Rank held Standex International as of Q1 2026.

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