Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nathan's Famous NATH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NATH Stock Details NATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.2K Sell
459
-66
-13% -$6.54K ﹤0.01% 3878
2025
Q4 		$49K Sell
525
-233
-31% -$23.4K ﹤0.01% 3617
2025
Q3 		$84K Sell
758
-25
-3% -$2.62K ﹤0.01% 3119
2025
Q2 		$87K Sell
783
-39
-5% -$3.98K ﹤0.01% 2846
2025
Q1 		$79K Buy
822
+209
+34% +$18.7K ﹤0.01% 2617
2024
Q4 		$48K Buy
613
+551
+889% +$46.6K ﹤0.01% 2836
2024
Q3 		$5K Buy
62
+16
+35% +$1.19K ﹤0.01% 4117
2024
Q2 		$3K Buy
46
+45
+4,500% +$3.04K ﹤0.01% 4091
2024
Q1 		$0 Buy
+1
New +$70 ﹤0.01% 4588
2023
Q4 		– Sell
-2
Closed – – 4388
2023
Q3 		$0 Buy
+2
New +$151 ﹤0.01% 4407

Other funds holding NATH

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Nathan's Famous (NATH) stake by 13% in Q1 2026, selling an estimated $6.54K and leaving 459 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

Carson Wealth (CWM LLC) first reported a position in NATH in Q3 2023 and has held it in 10 quarters since. The position peaked at $87K in Q2 2025. 127 funds tracked by Wall St. Rank hold NATH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 459 shares of Nathan's Famous worth $46.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 66 Nathan's Famous shares in Q1 2026, an estimated $6.54K.
  • Nathan's Famous made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3878 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nathan's Famous in Q3 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Nathan's Famous position peaked at $87K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Nathan's Famous as of Q1 2026.

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