Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nordic American Tanker NAT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Sell
54,714
-577
-1% -$2.73K ﹤0.01% 2337
2025
Q4 		$190K Sell
55,291
-96
-0.2% -$339 ﹤0.01% 2614
2025
Q3 		$174K Buy
55,387
+13,479
+32% +$39.8K ﹤0.01% 2549
2025
Q2 		$110K Buy
41,908
+33,641
+407% +$87.8K ﹤0.01% 2627
2025
Q1 		$20K Buy
8,267
+1,970
+31% +$5.19K ﹤0.01% 3677
2024
Q4 		$16K Sell
6,297
-2,215
-26% -$6.8K ﹤0.01% 3593
2024
Q3 		$31K Buy
8,512
+4,787
+129% +$17.6K ﹤0.01% 3073
2024
Q2 		$15K Buy
3,725
+1,396
+60% +$5.61K ﹤0.01% 3305
2024
Q1 		$9K Buy
2,329
+1,667
+252% +$7K ﹤0.01% 3412
2023
Q4 		$3K Sell
662
-100
-13% -$425 ﹤0.01% 3720
2023
Q3 		$3K Buy
762
+16
+2% +$64 ﹤0.01% 3689
2023
Q2 		$3K Buy
746
+81
+12% +$293 ﹤0.01% 3667
2023
Q1 		$3K Hold
665
– – ﹤0.01% 3540
2022
Q4 		$2K Hold
665
– – ﹤0.01% 3595
2022
Q3 		$2K Sell
665
-400
-38% -$1.06K ﹤0.01% 3499
2022
Q2 		$2K Buy
+1,065
New +$2.54K ﹤0.01% 3372
2022
Q1 		– Sell
-1,589
Closed -$3K – 3747
2021
Q4 		$3K Buy
+1,589
New +$3.41K ﹤0.01% 2999
2019
Q1 		– Sell
-4
Closed – – 3167
2018
Q4 		$0 Hold
4
– – ﹤0.01% 2199
2018
Q3 		$0 Buy
+4
New +$9 ﹤0.01% 1936
2014
Q1 		– Sell
-234
Closed -$2K – 371
2013
Q4 		$2K Buy
+234
New +$1.94K ﹤0.01% 592

Other funds holding NAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Nordic American Tanker (NAT) stake by 1% in Q1 2026, selling an estimated $2.73K and leaving 54,714 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Carson Wealth (CWM LLC) first reported a position in NAT in Q4 2013 and has held it in 20 quarters since. 239 funds tracked by Wall St. Rank hold NAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 54,714 shares of Nordic American Tanker worth $321K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 577 Nordic American Tanker shares in Q1 2026, an estimated $2.73K.
  • Nordic American Tanker made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2337 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nordic American Tanker in Q4 2013 and has held it in 20 quarters since.
  • 239 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2026.

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