Carson Wealth (CWM LLC)’s Taylor Devices TAYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.7K	Sell	504 -7	-1%	-$538	﹤0.01%	4191
2025 Q4	$30K	Sell	511 -3	-0.6%	-$145	﹤0.01%	3958
2025 Q3	$25K	Sell	514 -10	-2%	-$464	﹤0.01%	3994
2025 Q2	$23K	Buy	524 +20	+4%	+$711	﹤0.01%	3829
2025 Q1	$16K	Buy	504 +3	+0.6%	+$99	﹤0.01%	3848
2024 Q4	$21K	Sell	501 -66	-12%	-$3K	﹤0.01%	3413
2024 Q3	$28K	Buy	567 +67	+13%	+$3.46K	﹤0.01%	3158
2024 Q2	$22K	Hold	500	–	–	﹤0.01%	3060
2024 Q1	$25K	Hold	500	–	–	﹤0.01%	2762
2023 Q4	$11K	Hold	500	–	–	﹤0.01%	3149
2023 Q3	$11K	Hold	500	–	–	﹤0.01%	3100
2023 Q2	$13K	Hold	500	–	–	﹤0.01%	2938
2023 Q1	$10K	Hold	500	–	–	﹤0.01%	2968
2022 Q4	$7K	Hold	500	–	–	﹤0.01%	3032
2022 Q3	$5K	Hold	500	–	–	﹤0.01%	3103
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	3135
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	2877
2021 Q4	$5K	Buy	+500	New	+$5.58K	﹤0.01%	2765

Other funds holding TAYD

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Taylor Devices (TAYD) stake by 1.4% in Q1 2026, selling an estimated $538 and leaving 504 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

Carson Wealth (CWM LLC) first reported a position in TAYD in Q4 2021 and has held it in 18 quarters since. The position peaked at $30K in Q4 2025. 72 funds tracked by Wall St. Rank hold TAYD as of Q1 2026.

Carson Wealth (CWM LLC) held 504 shares of Taylor Devices worth $28.7K as of Q1 2026.
Carson Wealth (CWM LLC) sold 7 Taylor Devices shares in Q1 2026, an estimated $538.
Taylor Devices made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4191 holding.
Carson Wealth (CWM LLC) first reported a position in Taylor Devices in Q4 2021 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s Taylor Devices position peaked at $30K in Q4 2025.
72 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2026.

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