Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Workhorse Group WKHS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18 Buy
6
+1
+20% +$4 ﹤0.01% 5635
2025
Q4 		$0 Buy
5
+4
+400% +$40 ﹤0.01% 5679
2025
Q3 		$0 Hold
1
– – ﹤0.01% 5580
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5330
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5227
2024
Q4 		$0 Hold
1
– – ﹤0.01% 5195
2024
Q3 		$0 Hold
1
– – ﹤0.01% 5193
2024
Q2 		$0 Buy
+1
New +$524 ﹤0.01% 4984
2024
Q1 		– Sell
-1
Closed -$862 – 4795
2023
Q4 		$1K Hold
1
– – ﹤0.01% 4065
2023
Q3 		$1K Hold
1
– – ﹤0.01% 4104
2023
Q2 		$2K Hold
1
– – ﹤0.01% 3863
2023
Q1 		$4K Hold
1
– – ﹤0.01% 3439
2022
Q4 		$6K Hold
1
– – ﹤0.01% 3121
2022
Q3 		$6K Sell
1
-1
-50% -$9.72K ﹤0.01% 3013
2022
Q2 		$13K Buy
2
+1
+100% +$9.44K ﹤0.01% 2439
2022
Q1 		$8K Buy
+1
New +$11K ﹤0.01% 2649
2021
Q4 		– Hold
0
– – – 2774
2021
Q2 		– Hold
0
– – – 1848
2021
Q1 		– Hold
0
– – – 1847
2020
Q4 		– Hold
0
– – – 1846
2020
Q3 		– Hold
0
– – – 1846
2020
Q2 		– Hold
0
– – – 1845
2020
Q1 		– Hold
0
– – – 1844
2019
Q4 		– Hold
0
– – – 1844
2019
Q3 		– Hold
0
– – – 1844
2019
Q2 		– Hold
0
– – – 1844
2019
Q1 		– Hold
0
– – – 1844

Other funds holding WKHS

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Workhorse Group (WKHS) stake by 20% in Q1 2026, buying an estimated $4 and bringing the position to 6 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #5635.

Carson Wealth (CWM LLC) first reported a position in WKHS in Q1 2022 and has held it in 16 quarters since. The position peaked at $13K in Q2 2022. 67 funds tracked by Wall St. Rank hold WKHS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6 shares of Workhorse Group worth $18 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Workhorse Group share in Q1 2026, an estimated $4.
  • Workhorse Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5635 holding.
  • Carson Wealth (CWM LLC) first reported a position in Workhorse Group in Q1 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Workhorse Group position peaked at $13K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2026.

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