Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nature's Sunshine NATR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NATR Stock Details NATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122K Buy
5,098
+3,247
+175% +$80.4K ﹤0.01% 3096
2025
Q4 		$40K Sell
1,851
-224
-11% -$4.11K ﹤0.01% 3767
2025
Q3 		$32K Buy
2,075
+1,235
+147% +$19.7K ﹤0.01% 3843
2025
Q2 		$12K Buy
840
+222
+36% +$3K ﹤0.01% 4212
2025
Q1 		$8K Buy
618
+161
+35% +$2.26K ﹤0.01% 4228
2024
Q4 		$7K Buy
457
+49
+12% +$718 ﹤0.01% 4062
2024
Q3 		$6K Sell
408
-48
-11% -$688 ﹤0.01% 4015
2024
Q2 		$7K Buy
456
+278
+156% +$4.75K ﹤0.01% 3721
2024
Q1 		$4K Buy
178
+12
+7% +$217 ﹤0.01% 3770
2023
Q4 		$3K Sell
166
-44
-21% -$760 ﹤0.01% 3721
2023
Q3 		$3K Hold
210
– – ﹤0.01% 3690
2023
Q2 		$3K Hold
210
– – ﹤0.01% 3668
2023
Q1 		$2K Sell
210
-28
-12% -$275 ﹤0.01% 3677
2022
Q4 		$2K Buy
238
+117
+97% +$991 ﹤0.01% 3596
2022
Q3 		$1K Sell
121
-12
-9% -$119 ﹤0.01% 3705
2022
Q2 		$1K Sell
133
-40
-23% -$556 ﹤0.01% 3582
2022
Q1 		$3K Buy
173
+52
+43% +$920 ﹤0.01% 3050
2021
Q4 		$2K Buy
+121
New +$2.05K ﹤0.01% 3150

Other funds holding NATR

WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nature's Sunshine (NATR) stake by 175% in Q1 2026, buying an estimated $80.4K and bringing the position to 5,098 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Carson Wealth (CWM LLC) first reported a position in NATR in Q4 2021 and has held it in 18 quarters since. 153 funds tracked by Wall St. Rank hold NATR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,098 shares of Nature's Sunshine worth $122K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,247 Nature's Sunshine shares in Q1 2026, an estimated $80.4K.
  • Nature's Sunshine made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3096 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nature's Sunshine in Q4 2021 and has held it in 18 quarters since.
  • 153 funds tracked by Wall St. Rank held Nature's Sunshine as of Q1 2026.

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