Carson Wealth (CWM LLC)
NIQ

Carson Wealth (CWM LLC)’s NIQ Global Intelligence PLC NIQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NIQ Stock Details NIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.3K Sell
2,755
-11,573
-81% -$156K ﹤0.01% 4131
2025
Q4 		$236K Buy
14,328
+14,113
+6,564% +$207K ﹤0.01% 2432
2025
Q3 		$3K Buy
+215
New +$3.74K ﹤0.01% 4963

Other funds holding NIQ

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
AIM
Alamut Investment Management London $100M AUM
JP
JNE Partners London, United Kingdom $244M AUM 15.73% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its NIQ Global Intelligence PLC (NIQ) stake by 81% in Q1 2026, selling an estimated $156K and leaving 2,755 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4131.

Carson Wealth (CWM LLC) first reported a position in NIQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 143 funds tracked by Wall St. Rank hold NIQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,755 shares of NIQ Global Intelligence PLC worth $31.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11,573 NIQ Global Intelligence PLC shares in Q1 2026, an estimated $156K.
  • NIQ Global Intelligence PLC made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4131 holding.
  • Carson Wealth (CWM LLC) first reported a position in NIQ Global Intelligence PLC in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s NIQ Global Intelligence PLC position peaked at $236K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held NIQ Global Intelligence PLC as of Q1 2026.

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