Carson Wealth (CWM LLC)
VHI icon

Carson Wealth (CWM LLC)’s Valhi VHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.83K Buy
268
+155
+137% +$2.19K ﹤0.01% 5117
2025
Q4 		$1K Sell
113
-74
-40% -$987 ﹤0.01% 5302
2025
Q3 		$3K Buy
187
+43
+30% +$720 ﹤0.01% 4953
2025
Q2 		$2K Buy
144
+86
+148% +$1.37K ﹤0.01% 4938
2025
Q1 		$1K Hold
58
– – ﹤0.01% 5008
2024
Q4 		$1K Sell
58
-13
-18% -$386 ﹤0.01% 4833
2024
Q3 		$2K Buy
71
+43
+154% +$1K ﹤0.01% 4472
2024
Q2 		$0 Buy
+28
New +$479 ﹤0.01% 4974

Other funds holding VHI

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Valhi (VHI) stake by 137% in Q1 2026, buying an estimated $2.19K and bringing the position to 268 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #5117.

Carson Wealth (CWM LLC) first reported a position in VHI in Q2 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold VHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 268 shares of Valhi worth $3.83K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 155 Valhi shares in Q1 2026, an estimated $2.19K.
  • Valhi made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5117 holding.
  • Carson Wealth (CWM LLC) first reported a position in Valhi in Q2 2024 and has held it in 8 quarters since.
  • 63 funds tracked by Wall St. Rank held Valhi as of Q1 2026.

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