Carson Wealth (CWM LLC)
NCNO icon

Carson Wealth (CWM LLC)’s nCino NCNO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Buy
82,536
+81,394
+7,127% +$1.53M ﹤0.01% 1424
2025
Q4 		$29K Buy
1,142
+821
+256% +$20.8K ﹤0.01% 3971
2025
Q3 		$9K Buy
321
+37
+13% +$1.08K ﹤0.01% 4529
2025
Q2 		$8K Buy
284
+24
+9% +$600 ﹤0.01% 4402
2025
Q1 		$7K Sell
260
-181
-41% -$5.73K ﹤0.01% 4300
2024
Q4 		$15K Buy
441
+35
+9% +$1.3K ﹤0.01% 3631
2024
Q3 		$13K Buy
406
+51
+14% +$1.61K ﹤0.01% 3634
2024
Q2 		$11K Sell
355
-4
-1% -$125 ﹤0.01% 3493
2024
Q1 		$13K Buy
359
+351
+4,388% +$11.1K ﹤0.01% 3191
2023
Q4 		$0 Sell
8
-5
-38% -$149 ﹤0.01% 4390
2023
Q3 		$0 Buy
+13
New +$401 ﹤0.01% 4411
2023
Q2 		– Sell
-329
Closed -$8K – 4367
2023
Q1 		$8K Buy
329
+98
+42% +$2.58K ﹤0.01% 3086
2022
Q4 		$6K Sell
231
-330
-59% -$9.29K ﹤0.01% 3092
2022
Q3 		$19K Hold
561
– – ﹤0.01% 2257
2022
Q2 		$17K Buy
561
+555
+9,250% +$19.6K ﹤0.01% 2226
2022
Q1 		$0 Buy
6
+3
+100% +$137 ﹤0.01% 3750
2021
Q4 		$0 Buy
+3
New +$195 ﹤0.01% 3596

Other funds holding NCNO

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its nCino (NCNO) stake by 7,127% in Q1 2026, buying an estimated $1.53M and bringing the position to 82,536 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Carson Wealth (CWM LLC) first reported a position in NCNO in Q4 2021 and has held it in 17 quarters since. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 82,536 shares of nCino worth $1.24M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 81,394 nCino shares in Q1 2026, an estimated $1.53M.
  • nCino made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1424 holding.
  • Carson Wealth (CWM LLC) first reported a position in nCino in Q4 2021 and has held it in 17 quarters since.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

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