Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Wabash National WNC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$94.9K Buy
11,005
+4,906
+80% +$48.7K ﹤0.01% 3318
2025
Q4 		$53K Buy
6,099
+2,758
+83% +$24.1K ﹤0.01% 3568
2025
Q3 		$33K Buy
3,341
+161
+5% +$1.72K ﹤0.01% 3824
2025
Q2 		$34K Sell
3,180
-2,055
-39% -$19.8K ﹤0.01% 3566
2025
Q1 		$58K Buy
5,235
+4,912
+1,521% +$66K ﹤0.01% 2860
2024
Q4 		$6K Buy
323
+79
+32% +$1.47K ﹤0.01% 4159
2024
Q3 		$5K Sell
244
-2,028
-89% -$40.8K ﹤0.01% 4145
2024
Q2 		$50K Buy
2,272
+1,771
+353% +$41.7K ﹤0.01% 2483
2024
Q1 		$15K Buy
501
+201
+67% +$5.3K ﹤0.01% 3114
2023
Q4 		$8K Sell
300
-401
-57% -$9.05K ﹤0.01% 3319
2023
Q3 		$15K Buy
701
+312
+80% +$7.17K ﹤0.01% 2898
2023
Q2 		$10K Sell
389
-55
-12% -$1.35K ﹤0.01% 3110
2023
Q1 		$11K Buy
444
+59
+15% +$1.53K ﹤0.01% 2915
2022
Q4 		$9K Buy
385
+28
+8% +$607 ﹤0.01% 2889
2022
Q3 		$6K Sell
357
-44
-11% -$718 ﹤0.01% 3014
2022
Q2 		$5K Buy
401
+60
+18% +$866 ﹤0.01% 3022
2022
Q1 		$5K Sell
341
-40
-10% -$707 ﹤0.01% 2885
2021
Q4 		$7K Buy
+381
New +$6.63K ﹤0.01% 2584
2021
Q2 		$3K Hold
179
– – ﹤0.01% 2579
2021
Q1 		$3K Hold
179
– – ﹤0.01% 2577
2020
Q4 		$3K Hold
179
– – ﹤0.01% 2577
2020
Q3 		$3K Hold
179
– – ﹤0.01% 2576
2020
Q2 		$3K Hold
179
– – ﹤0.01% 2575
2020
Q1 		$3K Hold
179
– – ﹤0.01% 2573
2019
Q4 		$3K Hold
179
– – ﹤0.01% 2572
2019
Q3 		$3K Hold
179
– – ﹤0.01% 2572
2019
Q2 		$3K Hold
179
– – ﹤0.01% 2572
2019
Q1 		$3K Buy
+179
New +$2.53K ﹤0.01% 2571

Other funds holding WNC

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Wabash National (WNC) stake by 80% in Q1 2026, buying an estimated $48.7K and bringing the position to 11,005 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Carson Wealth (CWM LLC) first reported a position in WNC in Q1 2019 and has held it in 28 quarters since. 171 funds tracked by Wall St. Rank hold WNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,005 shares of Wabash National worth $94.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,906 Wabash National shares in Q1 2026, an estimated $48.7K.
  • Wabash National made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3318 holding.
  • Carson Wealth (CWM LLC) first reported a position in Wabash National in Q1 2019 and has held it in 28 quarters since.
  • 171 funds tracked by Wall St. Rank held Wabash National as of Q1 2026.

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