CarsonAllaria Wealth Management’s Post Holdings POST Stock Holding History

CarsonAllaria Wealth Management’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,233	Closed	-$134K	–	267
2025 Q2	$134K	Hold	1,233	–	–	0.07%	90
2025 Q1	$143K	Hold	1,233	–	–	0.08%	85
2024 Q4	$141K	Hold	1,233	–	–	0.08%	82
2024 Q3	$143K	Hold	1,233	–	–	0.08%	82
2024 Q2	$128K	Buy	1,233 +140	+13%	+$14.6K	0.08%	80
2024 Q1	$116K	Hold	1,093	–	–	0.07%	89
2023 Q4	$96.3K	Hold	1,093	–	–	0.07%	89
2023 Q3	$93.7K	Hold	1,093	–	–	0.08%	88
2023 Q2	$94.7K	Hold	1,093	–	–	0.07%	88
2023 Q1	$98.2K	Hold	1,093	–	–	0.08%	87
2022 Q4	$99K	Hold	1,093	–	–	0.09%	84
2022 Q3	$90K	Hold	1,093	–	–	0.08%	92
2022 Q2	$90K	Hold	1,093	–	–	0.08%	91
2022 Q1	$76K	Sell	1,093 -577	-35%	-$40.4K	0.07%	96
2021 Q4	$123K	Buy	+1,670	New	+$115K	0.11%	85

Other funds holding POST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CarsonAllaria Wealth Management's POST Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Post Holdings (POST) in Q3 2025, closing a stake of 1,233 shares — an estimated $134K sold.

CarsonAllaria Wealth Management first reported a position in POST in Q4 2021 and held it in 15 quarters. The position peaked at $143K in Q1 2025. 415 funds tracked by Wall St. Rank hold POST as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Post Holdings position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,233 Post Holdings shares in Q3 2025, an estimated $134K.
CarsonAllaria Wealth Management first reported a position in Post Holdings in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Post Holdings position peaked at $143K in Q1 2025.
415 funds tracked by Wall St. Rank held Post Holdings as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.