Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Worthington Steel WS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.3K Buy
1,789
+54
+3% +$2.09K ﹤0.01% 3763
2025
Q4 		$60K Sell
1,735
-182
-9% -$5.98K ﹤0.01% 3468
2025
Q3 		$58K Buy
1,917
+520
+37% +$16.6K ﹤0.01% 3417
2025
Q2 		$42K Sell
1,397
-789
-36% -$20.3K ﹤0.01% 3423
2025
Q1 		$55K Buy
2,186
+1,281
+142% +$36.1K ﹤0.01% 2907
2024
Q4 		$29K Sell
905
-71
-7% -$2.77K ﹤0.01% 3209
2024
Q3 		$33K Sell
976
-45
-4% -$1.55K ﹤0.01% 3040
2024
Q2 		$34K Buy
1,021
+913
+845% +$29.9K ﹤0.01% 2759
2024
Q1 		$4K Buy
108
+48
+80% +$1.46K ﹤0.01% 3800
2023
Q4 		$2K Buy
+60
New +$1.64K ﹤0.01% 3857

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Worthington Steel (WS) stake by 3.1% in Q1 2026, buying an estimated $2.09K and bringing the position to 1,789 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3763.

Carson Wealth (CWM LLC) first reported a position in WS in Q4 2023 and has held it in 10 quarters since. The position peaked at $60K in Q4 2025. 244 funds tracked by Wall St. Rank hold WS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,789 shares of Worthington Steel worth $54.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54 Worthington Steel shares in Q1 2026, an estimated $2.09K.
  • Worthington Steel made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3763 holding.
  • Carson Wealth (CWM LLC) first reported a position in Worthington Steel in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Worthington Steel position peaked at $60K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Worthington Steel as of Q1 2026.

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