Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WillScot Mobile Mini Holdings WSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.2K Buy
2,544
+473
+23% +$9.66K ﹤0.01% 3906
2025
Q4 		$39K Buy
2,071
+567
+38% +$11.4K ﹤0.01% 3793
2025
Q3 		$32K Sell
1,504
-229
-13% -$5.9K ﹤0.01% 3850
2025
Q2 		$47K Sell
1,733
-14
-0.8% -$373 ﹤0.01% 3338
2025
Q1 		$49K Buy
1,747
+827
+90% +$28.1K ﹤0.01% 3020
2024
Q4 		$31K Sell
920
-286
-24% -$10.5K ﹤0.01% 3157
2024
Q3 		$45K Sell
1,206
-429
-26% -$16.4K ﹤0.01% 2775
2024
Q2 		$62K Buy
1,635
+728
+80% +$28.8K ﹤0.01% 2322
2024
Q1 		$42K Buy
907
+380
+72% +$17.7K ﹤0.01% 2421
2023
Q4 		$23K Sell
527
-764
-59% -$30.9K ﹤0.01% 2710
2023
Q3 		$54K Buy
1,291
+511
+66% +$22.5K ﹤0.01% 2017
2023
Q2 		$37K Buy
780
+148
+23% +$6.62K ﹤0.01% 2218
2023
Q1 		$30K Buy
632
+79
+14% +$3.8K ﹤0.01% 2234
2022
Q4 		$25K Buy
553
+147
+36% +$6.59K ﹤0.01% 2221
2022
Q3 		$16K Buy
406
+75
+23% +$2.92K ﹤0.01% 2401
2022
Q2 		$11K Sell
331
-197
-37% -$6.97K ﹤0.01% 2539
2022
Q1 		$21K Buy
+528
New +$19.8K ﹤0.01% 2072

Other funds holding WSC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WillScot Mobile Mini Holdings (WSC) stake by 23% in Q1 2026, buying an estimated $9.66K and bringing the position to 2,544 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3906.

Carson Wealth (CWM LLC) first reported a position in WSC in Q1 2022 and has held it in 17 quarters since. The position peaked at $62K in Q2 2024. 334 funds tracked by Wall St. Rank hold WSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,544 shares of WillScot Mobile Mini Holdings worth $44.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 473 WillScot Mobile Mini Holdings shares in Q1 2026, an estimated $9.66K.
  • WillScot Mobile Mini Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3906 holding.
  • Carson Wealth (CWM LLC) first reported a position in WillScot Mobile Mini Holdings in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s WillScot Mobile Mini Holdings position peaked at $62K in Q2 2024.
  • 334 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2026.

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