Carson Wealth (CWM LLC)
TTC icon

Carson Wealth (CWM LLC)’s Toro Company TTC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.9M Buy
384,270
+11,187
+3% +$1.05M 0.09% 202
2025
Q4 		$29.4M Sell
373,083
-33,042
-8% -$2.44M 0.08% 224
2025
Q3 		$30.9M Buy
406,125
+47,396
+13% +$3.63M 0.09% 183
2025
Q2 		$25.4M Buy
358,729
+318,480
+791% +$22.6M 0.09% 196
2025
Q1 		$2.93M Buy
40,249
+32,564
+424% +$2.57M 0.01% 694
2024
Q4 		$616K Buy
7,685
+6,622
+623% +$555K ﹤0.01% 1304
2024
Q3 		$92K Buy
1,063
+143
+16% +$12.9K ﹤0.01% 2253
2024
Q2 		$86K Sell
920
-154
-14% -$13.6K ﹤0.01% 2076
2024
Q1 		$98K Buy
1,074
+17
+2% +$1.57K ﹤0.01% 1895
2023
Q4 		$101K Buy
1,057
+21
+2% +$1.8K ﹤0.01% 1771
2023
Q3 		$86K Buy
1,036
+445
+75% +$42.9K ﹤0.01% 1728
2023
Q2 		$60K Buy
591
+103
+21% +$10.6K ﹤0.01% 1860
2023
Q1 		$54K Buy
488
+5
+1% +$557 ﹤0.01% 1830
2022
Q4 		$55K Sell
483
-119
-20% -$12.6K ﹤0.01% 1682
2022
Q3 		$52K Buy
602
+131
+28% +$11.2K ﹤0.01% 1639
2022
Q2 		$36K Sell
471
-224
-32% -$18.2K ﹤0.01% 1786
2022
Q1 		$59K Buy
695
+223
+47% +$20.8K ﹤0.01% 1534
2021
Q4 		$47K Buy
+472
New +$47K ﹤0.01% 1598
2021
Q2 		$45K Hold
405
– – ﹤0.01% 1443
2021
Q1 		$45K Hold
405
– – ﹤0.01% 1443
2020
Q4 		$45K Hold
405
– – ﹤0.01% 1443
2020
Q3 		$45K Hold
405
– – ﹤0.01% 1443
2020
Q2 		$45K Hold
405
– – ﹤0.01% 1443
2020
Q1 		$45K Hold
405
– – ﹤0.01% 1443
2019
Q4 		$45K Hold
405
– – ﹤0.01% 1443
2019
Q3 		$45K Hold
405
– – ﹤0.01% 1443
2019
Q2 		$45K Hold
405
– – ﹤0.01% 1443
2019
Q1 		$45K Buy
405
+373
+1,166% +$23.7K ﹤0.01% 1443
2018
Q4 		$2K Buy
32
+15
+88% +$871 ﹤0.01% 1803
2018
Q3 		$1K Hold
17
– – ﹤0.01% 1757
2018
Q2 		$1K Buy
+17
New +$1.02K ﹤0.01% 1607

Other funds holding TTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 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 TTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Toro Company (TTC) stake by 3% in Q1 2026, buying an estimated $1.05M and bringing the position to 384,270 shares worth $35.9M. The position accounts for 0.09% of the portfolio, ranked #202.

Carson Wealth (CWM LLC) first reported a position in TTC in Q2 2018 and has held it in 31 quarters since. 580 funds tracked by Wall St. Rank hold TTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 384,270 shares of Toro Company worth $35.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,187 Toro Company shares in Q1 2026, an estimated $1.05M.
  • Toro Company made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #202 holding.
  • Carson Wealth (CWM LLC) first reported a position in Toro Company in Q2 2018 and has held it in 31 quarters since.
  • 580 funds tracked by Wall St. Rank held Toro Company as of Q1 2026.

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