Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Wyndham Hotels & Resorts WH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Buy
2,314
+572
+33% +$44.8K ﹤0.01% 2788
2025
Q4 		$132K Buy
1,742
+520
+43% +$39.2K ﹤0.01% 2867
2025
Q3 		$98K Sell
1,222
-1,242
-50% -$107K ﹤0.01% 3008
2025
Q2 		$200K Buy
2,464
+18
+0.7% +$1.51K ﹤0.01% 2172
2025
Q1 		$221K Buy
2,446
+1,348
+123% +$137K ﹤0.01% 1857
2024
Q4 		$111K Sell
1,098
-201
-15% -$18.7K ﹤0.01% 2218
2024
Q3 		$102K Sell
1,299
-1,791
-58% -$136K ﹤0.01% 2188
2024
Q2 		$229K Buy
3,090
+1,264
+69% +$91.1K ﹤0.01% 1521
2024
Q1 		$140K Buy
1,826
+1,391
+320% +$109K ﹤0.01% 1687
2023
Q4 		$35K Sell
435
-115
-21% -$8.65K ﹤0.01% 2403
2023
Q3 		$38K Sell
550
-44
-7% -$3.26K ﹤0.01% 2256
2023
Q2 		$41K Buy
594
+101
+20% +$6.9K ﹤0.01% 2127
2023
Q1 		$33K Buy
493
+71
+17% +$5.23K ﹤0.01% 2165
2022
Q4 		$30K Buy
422
+10
+2% +$707 ﹤0.01% 2093
2022
Q3 		$25K Buy
412
+30
+8% +$2.01K ﹤0.01% 2097
2022
Q2 		$25K Buy
382
+353
+1,217% +$27.8K ﹤0.01% 1990
2022
Q1 		$2K Buy
29
+21
+263% +$1.79K ﹤0.01% 3247
2021
Q4 		$1K Buy
+8
New +$668 ﹤0.01% 3402
2019
Q1 		– Sell
-18
Closed -$1K – 3301
2018
Q4 		$1K Buy
18
+9
+100% +$437 ﹤0.01% 2012
2018
Q3 		$1K Buy
+9
New +$515 ﹤0.01% 1769

Other funds holding WH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Wyndham Hotels & Resorts (WH) stake by 33% in Q1 2026, buying an estimated $44.8K and bringing the position to 2,314 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2788.

Carson Wealth (CWM LLC) first reported a position in WH in Q3 2018 and has held it in 20 quarters since. The position peaked at $229K in Q2 2024. 436 funds tracked by Wall St. Rank hold WH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,314 shares of Wyndham Hotels & Resorts worth $188K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 572 Wyndham Hotels & Resorts shares in Q1 2026, an estimated $44.8K.
  • Wyndham Hotels & Resorts made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2788 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wyndham Hotels & Resorts in Q3 2018 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Wyndham Hotels & Resorts position peaked at $229K in Q2 2024.
  • 436 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2026.

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