Carson Wealth (CWM LLC)
NL icon

Carson Wealth (CWM LLC)’s NLI Holdings NL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.49K Buy
599
+250
+72% +$1.51K ﹤0.01% 5145
2025
Q4 		$2K Sell
349
-184
-35% -$1.05K ﹤0.01% 5114
2025
Q3 		$3K Sell
533
-45
-8% -$285 ﹤0.01% 4915
2025
Q2 		$4K Buy
578
+50
+9% +$377 ﹤0.01% 4696
2025
Q1 		$4K Sell
528
-27
-5% -$201 ﹤0.01% 4556
2024
Q4 		$4K Buy
555
+173
+45% +$1.37K ﹤0.01% 4335
2024
Q3 		$3K Buy
382
+213
+126% +$1.37K ﹤0.01% 4298
2024
Q2 		$1K Buy
+169
New +$1.26K ﹤0.01% 4432
2022
Q3 		– Sell
-30
Closed – – 4100
2022
Q2 		$0 Buy
+30
New +$241 ﹤0.01% 4006

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NLI Holdings (NL) stake by 72% in Q1 2026, buying an estimated $1.51K and bringing the position to 599 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5145.

Carson Wealth (CWM LLC) first reported a position in NL in Q2 2022 and has held it in 9 quarters since. The position peaked at $4K in Q2 2025. 75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 599 shares of NLI Holdings worth $3.49K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 250 NLI Holdings shares in Q1 2026, an estimated $1.51K.
  • NLI Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5145 holding.
  • Carson Wealth (CWM LLC) first reported a position in NLI Holdings in Q2 2022 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s NLI Holdings position peaked at $4K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

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