Carson Wealth (CWM LLC)
NIU

Carson Wealth (CWM LLC)’s Niu Technologies NIU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NIU Stock Details NIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed – – 5444
2025
Q2 		$0 Buy
+50
New +$172 ﹤0.01% 5237
2022
Q2 		– Sell
-135
Closed -$1K – 4005
2022
Q1 		$1K Sell
135
-78
-37% -$979 ﹤0.01% 3382
2021
Q4 		$3K Buy
+213
New +$4.7K ﹤0.01% 3001

Other funds holding NIU

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NIU Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Niu Technologies (NIU) in Q3 2025, closing a stake of 50 shares.

Carson Wealth (CWM LLC) first reported a position in NIU in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 57 funds tracked by Wall St. Rank hold NIU as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Niu Technologies position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 Niu Technologies shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Niu Technologies in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Niu Technologies position peaked at $3K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Niu Technologies as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.