Carson Wealth (CWM LLC)
NAUT icon

Carson Wealth (CWM LLC)’s Nautilus Biotechnolgy NAUT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NAUT Stock Details NAUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113 Sell
29
-26
-47% -$64 ﹤0.01% 5570
2025
Q4 		$0 Sell
55
-127
-70% -$208 ﹤0.01% 5541
2025
Q3 		$0 Sell
182
-2,818
-94% -$2.07K ﹤0.01% 5441
2025
Q2 		$2K Buy
3,000
+1,418
+90% +$1.06K ﹤0.01% 4901
2025
Q1 		$1K Sell
1,582
-4,621
-74% -$6.87K ﹤0.01% 4949
2024
Q4 		$10K Buy
6,203
+5,841
+1,614% +$14K ﹤0.01% 3882
2024
Q3 		$1K Buy
362
+119
+49% +$308 ﹤0.01% 4640
2024
Q2 		$1K Buy
243
+240
+8,000% +$627 ﹤0.01% 4427
2024
Q1 		$0 Buy
+3
New +$9 ﹤0.01% 4589
2022
Q4 		– Sell
-320
Closed -$1K – 4147
2022
Q3 		$1K Buy
+320
New +$805 ﹤0.01% 3706

Other funds holding NAUT

ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Nautilus Biotechnolgy (NAUT) stake by 47% in Q1 2026, selling an estimated $64 and leaving 29 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #5570.

Carson Wealth (CWM LLC) first reported a position in NAUT in Q3 2022 and has held it in 10 quarters since. The position peaked at $10K in Q4 2024. 81 funds tracked by Wall St. Rank hold NAUT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29 shares of Nautilus Biotechnolgy worth $113 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26 Nautilus Biotechnolgy shares in Q1 2026, an estimated $64.
  • Nautilus Biotechnolgy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5570 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nautilus Biotechnolgy in Q3 2022 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Nautilus Biotechnolgy position peaked at $10K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Nautilus Biotechnolgy as of Q1 2026.

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