Carson Wealth (CWM LLC)’s Nelnet NNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $615K | Buy |
4,767
+2,867
| +151% | +$377K | ﹤0.01% | 1864 |
|
|
2025
Q4 | $253K | Buy |
1,900
+126
| +7% | +$16.5K | ﹤0.01% | 2372 |
|
|
2025
Q3 | $222K | Buy |
1,774
+1,478
| +499% | +$185K | ﹤0.01% | 2364 |
|
|
2025
Q2 | $36K | Sell |
296
-265
| -47% | -$29.6K | ﹤0.01% | 3512 |
|
|
2025
Q1 | $62K | Buy |
561
+81
| +17% | +$9.07K | ﹤0.01% | 2794 |
|
|
2024
Q4 | $51K | Sell |
480
-5
| -1% | -$553 | ﹤0.01% | 2787 |
|
|
2024
Q3 | $55K | Buy |
485
+33
| +7% | +$3.62K | ﹤0.01% | 2620 |
|
|
2024
Q2 | $46K | Buy |
452
+23
| +5% | +$2.29K | ﹤0.01% | 2526 |
|
|
2024
Q1 | $41K | Buy |
429
+17
| +4% | +$1.49K | ﹤0.01% | 2430 |
|
|
2023
Q4 | $36K | Buy |
412
+263
| +177% | +$22.8K | ﹤0.01% | 2374 |
|
|
2023
Q3 | $13K | Buy |
149
+23
| +18% | +$2.17K | ﹤0.01% | 2991 |
|
|
2023
Q2 | $12K | Buy |
126
+4
| +3% | +$380 | ﹤0.01% | 2984 |
|
|
2023
Q1 | $11K | Buy |
122
+1
| +0.8% | +$93 | ﹤0.01% | 2894 |
|
|
2022
Q4 | $11K | Hold |
121
| – | – | ﹤0.01% | 2758 |
|
|
2022
Q3 | $10K | Hold |
121
| – | – | ﹤0.01% | 2687 |
|
|
2022
Q2 | $10K | Buy |
121
+12
| +11% | +$997 | ﹤0.01% | 2592 |
|
|
2022
Q1 | $9K | Hold |
109
| – | – | ﹤0.01% | 2547 |
|
|
2021
Q4 | $11K | Buy |
+109
| New | +$9.64K | ﹤0.01% | 2308 |
|
|
2021
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 2197 |
|
|
2021
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q4 | $8K | Hold |
109
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q3 | $8K | Hold |
109
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 2196 |
|
|
2020
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q4 | $8K | Hold |
109
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q3 | $8K | Hold |
109
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q1 | $8K | Buy |
109
+102
| +1,457% | +$5.48K | ﹤0.01% | 2196 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2202 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1939 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1744 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1501 |
|
|
2017
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1538 |
|
|
2017
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1270 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | +$334 | ﹤0.01% | 1261 |
|
Other funds holding NNI
MG
FMII
GAI
Carson Wealth (CWM LLC)'s NNI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Nelnet (NNI) stake by 151% in Q1 2026, buying an estimated $377K and bringing the position to 4,767 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.
Carson Wealth (CWM LLC) first reported a position in NNI in Q1 2017 and has held it in 36 quarters since. 219 funds tracked by Wall St. Rank hold NNI as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,767 shares of Nelnet worth $615K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,867 Nelnet shares in Q1 2026, an estimated $377K.
- Nelnet made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1864 holding.
- Carson Wealth (CWM LLC) first reported a position in Nelnet in Q1 2017 and has held it in 36 quarters since.
- 219 funds tracked by Wall St. Rank held Nelnet as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.