Carson Wealth (CWM LLC)
NN icon

Carson Wealth (CWM LLC)’s NextNav NN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NN Stock Details NN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.25K Buy
515
+330
+178% +$5.34K ﹤0.01% 4849
2025
Q4 		$3K Buy
185
+58
+46% +$824 ﹤0.01% 4995
2025
Q3 		$2K Buy
127
+64
+102% +$1.01K ﹤0.01% 5025
2025
Q2 		$1K Sell
63
-7
-10% -$90 ﹤0.01% 5039
2025
Q1 		$1K Buy
70
+54
+338% +$652 ﹤0.01% 4951
2024
Q4 		$0 Buy
16
+10
+167% +$133 ﹤0.01% 5073
2024
Q3 		$0 Buy
6
+3
+100% +$23 ﹤0.01% 5037
2024
Q2 		$0 Buy
+3
New +$24 ﹤0.01% 4815

Other funds holding NN

FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
CCM
Clutterbuck Capital Management Cleveland, Ohio $176M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $145M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NextNav (NN) stake by 178% in Q1 2026, buying an estimated $5.34K and bringing the position to 515 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4849.

Carson Wealth (CWM LLC) first reported a position in NN in Q2 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold NN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 515 shares of NextNav worth $8.25K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 330 NextNav shares in Q1 2026, an estimated $5.34K.
  • NextNav made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4849 holding.
  • Carson Wealth (CWM LLC) first reported a position in NextNav in Q2 2024 and has held it in 8 quarters since.
  • 192 funds tracked by Wall St. Rank held NextNav as of Q1 2026.

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