Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Varex Imaging VREX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VREX Stock Details VREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Buy
22,323
+3,205
+17% +$40.9K ﹤0.01% 2582
2025
Q4 		$223K Buy
19,118
+3,257
+21% +$38.1K ﹤0.01% 2484
2025
Q3 		$197K Buy
15,861
+49
+0.3% +$486 ﹤0.01% 2458
2025
Q2 		$137K Sell
15,812
-59
-0.4% -$481 ﹤0.01% 2461
2025
Q1 		$184K Sell
15,871
-1,391
-8% -$18.4K ﹤0.01% 1980
2024
Q4 		$252K Buy
17,262
+7,673
+80% +$107K ﹤0.01% 1692
2024
Q3 		$114K Buy
9,589
+9,203
+2,384% +$117K ﹤0.01% 2124
2024
Q2 		$6K Buy
386
+165
+75% +$2.64K ﹤0.01% 3818
2024
Q1 		$4K Sell
221
-292
-57% -$5.36K ﹤0.01% 3797
2023
Q4 		$11K Sell
513
-43
-8% -$821 ﹤0.01% 3153
2023
Q3 		$10K Buy
556
+26
+5% +$544 ﹤0.01% 3151
2023
Q2 		$12K Buy
530
+2
+0.4% +$42 ﹤0.01% 2997
2023
Q1 		$10K Buy
+528
New +$10K ﹤0.01% 2973
2022
Q4 		– Sell
-115
Closed -$2K – 4275
2022
Q3 		$2K Buy
+115
New +$2.52K ﹤0.01% 3554
2018
Q2 		– Sell
-232
Closed -$8K – 1786
2018
Q1 		$8K Hold
232
– – ﹤0.01% 910
2017
Q4 		$9K Hold
232
– – ﹤0.01% 919
2017
Q3 		$8K Hold
232
– – ﹤0.01% 959
2017
Q2 		$8K Hold
232
– – ﹤0.01% 819
2017
Q1 		$8K Buy
+232
New +$7.34K ﹤0.01% 804

Other funds holding VREX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Varex Imaging (VREX) stake by 17% in Q1 2026, buying an estimated $40.9K and bringing the position to 22,323 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Carson Wealth (CWM LLC) first reported a position in VREX in Q1 2017 and has held it in 19 quarters since. The position peaked at $252K in Q4 2024. 178 funds tracked by Wall St. Rank hold VREX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,323 shares of Varex Imaging worth $237K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,205 Varex Imaging shares in Q1 2026, an estimated $40.9K.
  • Varex Imaging made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2582 holding.
  • Carson Wealth (CWM LLC) first reported a position in Varex Imaging in Q1 2017 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Varex Imaging position peaked at $252K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held Varex Imaging as of Q1 2026.

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