Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s National Healthcare NHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Sell
6,282
-924
-13% -$142K ﹤0.01% 1536
2025
Q4 		$988K Sell
7,206
-1,544
-18% -$199K ﹤0.01% 1505
2025
Q3 		$1.06M Buy
8,750
+629
+8% +$67.9K ﹤0.01% 1367
2025
Q2 		$869K Sell
8,121
-339
-4% -$33.9K ﹤0.01% 1318
2025
Q1 		$785K Sell
8,460
-793
-9% -$76.8K ﹤0.01% 1272
2024
Q4 		$995K Sell
9,253
-779
-8% -$94.8K ﹤0.01% 1091
2024
Q3 		$1.26M Sell
10,032
-1,565
-13% -$197K 0.01% 896
2024
Q2 		$1.26M Sell
11,597
-1,930
-14% -$188K 0.01% 794
2024
Q1 		$1.28M Sell
13,527
-2,478
-15% -$235K 0.01% 762
2023
Q4 		$1.48M Sell
16,005
-2,098
-12% -$161K 0.01% 656
2023
Q3 		$1.16M Sell
18,103
-1,302
-7% -$83.4K 0.01% 683
2023
Q2 		$1.2M Sell
19,405
-870
-4% -$51.6K 0.01% 640
2023
Q1 		$1.18M Buy
20,275
+841
+4% +$48.3K 0.01% 617
2022
Q4 		$1.16M Buy
19,434
+944
+5% +$57.2K 0.01% 574
2022
Q3 		$1.17M Sell
18,490
-670
-3% -$46.5K 0.01% 522
2022
Q2 		$1.34M Sell
19,160
-1,120
-6% -$78.4K 0.01% 494
2022
Q1 		$1.42M Sell
20,280
-2,921
-13% -$196K 0.01% 477
2021
Q4 		$1.58M Buy
+23,201
New +$1.61M 0.01% 486
2021
Q2 		$1.77M Hold
25,331
– – 0.01% 466
2021
Q1 		$1.77M Hold
25,331
– – 0.01% 466
2020
Q4 		$1.77M Hold
25,331
– – 0.01% 466
2020
Q3 		$1.77M Hold
25,331
– – 0.01% 466
2020
Q2 		$1.77M Hold
25,331
– – 0.01% 466
2020
Q1 		$1.77M Hold
25,331
– – 0.01% 466
2019
Q4 		$1.77M Hold
25,331
– – 0.01% 466
2019
Q3 		$1.77M Hold
25,331
– – 0.01% 466
2019
Q2 		$1.77M Hold
25,331
– – 0.01% 466
2019
Q1 		$1.77M Buy
25,331
+25,319
+210,992% +$2.01M 0.01% 466
2018
Q4 		$1K Buy
+12
New +$940 ﹤0.01% 1943

Other funds holding NHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 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 NHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its National Healthcare (NHC) stake by 13% in Q1 2026, selling an estimated $142K and leaving 6,282 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Carson Wealth (CWM LLC) first reported a position in NHC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.77M in Q2 2021. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,282 shares of National Healthcare worth $1M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 924 National Healthcare shares in Q1 2026, an estimated $142K.
  • National Healthcare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1536 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Healthcare in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s National Healthcare position peaked at $1.77M in Q2 2021.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

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