Carson Wealth (CWM LLC)
UFI icon

Carson Wealth (CWM LLC)’s UNIFI UFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78K Hold
500
– – ﹤0.01% 5305
2025
Q4 		$2K Hold
500
– – ﹤0.01% 5141
2025
Q3 		$2K Hold
500
– – ﹤0.01% 5047
2025
Q2 		$3K Hold
500
– – ﹤0.01% 4820
2025
Q1 		$2K Hold
500
– – ﹤0.01% 4824
2024
Q4 		$3K Hold
500
– – ﹤0.01% 4461
2024
Q3 		$4K Hold
500
– – ﹤0.01% 4219
2024
Q2 		$3K Hold
500
– – ﹤0.01% 4133
2024
Q1 		$3K Hold
500
– – ﹤0.01% 3899
2023
Q4 		$3K Hold
500
– – ﹤0.01% 3746
2023
Q3 		$4K Sell
500
-25
-5% -$186 ﹤0.01% 3608
2023
Q2 		$4K Sell
525
-12
-2% -$94 ﹤0.01% 3571
2023
Q1 		$4K Buy
537
+37
+7% +$330 ﹤0.01% 3431
2022
Q4 		$4K Sell
500
-69
-12% -$593 ﹤0.01% 3339
2022
Q3 		$5K Buy
569
+69
+14% +$860 ﹤0.01% 3110
2022
Q2 		$7K Buy
+500
New +$7.54K ﹤0.01% 2835
2022
Q1 		– Sell
-276
Closed -$6K – 3880
2021
Q4 		$6K Buy
+276
New +$6.29K ﹤0.01% 2671

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its UNIFI (UFI) position steady in Q1 2026 at 500 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #5305.

Carson Wealth (CWM LLC) first reported a position in UFI in Q4 2021 and has held it in 17 quarters since. The position peaked at $7K in Q2 2022. 50 funds tracked by Wall St. Rank hold UFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 500 shares of UNIFI worth $1.78K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its UNIFI share count unchanged in Q1 2026.
  • UNIFI made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5305 holding.
  • Carson Wealth (CWM LLC) first reported a position in UNIFI in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s UNIFI position peaked at $7K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held UNIFI as of Q1 2026.

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