Carson Wealth (CWM LLC)
NAVN

Carson Wealth (CWM LLC)’s Navan Inc NAVN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.5K Buy
+3,359
New +$39.9K ﹤0.01% 3899

Other funds holding NAVN

LMC
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ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CM
Cosmic Management West Hollywood, California $229M AUM
NTIC
Napean Trading & Investment Company Singapore $233M AUM 51.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Navan Inc (NAVN) in Q1 2026: 3,359 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #3899 among its holdings.

148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,359 shares of Navan Inc worth $44.5K as of Q1 2026.
  • Navan Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Navan Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3899 holding.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

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