Carson Wealth (CWM LLC)
NABL icon

Carson Wealth (CWM LLC)’s N-able NABL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$176K Buy
37,694
+5,300
+16% +$29.6K ﹤0.01% 2834
2025
Q4 		$242K Sell
32,394
-17,813
-35% -$136K ﹤0.01% 2408
2025
Q3 		$392K Buy
50,207
+29,016
+137% +$233K ﹤0.01% 1941
2025
Q2 		$172K Buy
21,191
+17,917
+547% +$134K ﹤0.01% 2304
2025
Q1 		$23K Buy
3,274
+2,336
+249% +$20.8K ﹤0.01% 3579
2024
Q4 		$9K Buy
938
+530
+130% +$5.94K ﹤0.01% 3938
2024
Q3 		$5K Buy
408
+16
+4% +$214 ﹤0.01% 4115
2024
Q2 		$6K Buy
392
+364
+1,300% +$4.79K ﹤0.01% 3792
2024
Q1 		$0 Buy
+28
New +$370 ﹤0.01% 4587
2023
Q4 		– Sell
-10
Closed – – 4386
2023
Q3 		$0 Buy
+10
New +$136 ﹤0.01% 4406
2022
Q1 		– Sell
-5
Closed – – 3746
2021
Q4 		$0 Buy
+5
New +$62 ﹤0.01% 3595

Other funds holding NABL

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B 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
AP
AlpInvest Partners Amsterdam, Netherlands $59.9M AUM 0.03% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its N-able (NABL) stake by 16% in Q1 2026, buying an estimated $29.6K and bringing the position to 37,694 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Carson Wealth (CWM LLC) first reported a position in NABL in Q4 2021 and has held it in 11 quarters since. The position peaked at $392K in Q3 2025. 215 funds tracked by Wall St. Rank hold NABL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37,694 shares of N-able worth $176K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,300 N-able shares in Q1 2026, an estimated $29.6K.
  • N-able made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2834 holding.
  • Carson Wealth (CWM LLC) first reported a position in N-able in Q4 2021 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s N-able position peaked at $392K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held N-able as of Q1 2026.

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