Carson Wealth (CWM LLC)
NOA

Carson Wealth (CWM LLC)’s North American Construction NOA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NOA Stock Details NOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.1K Hold
2,008
– – ﹤0.01% 4238
2025
Q4 		$29K Hold
2,008
– – ﹤0.01% 3972
2025
Q3 		$29K Hold
2,008
– – ﹤0.01% 3907
2025
Q2 		$32K Hold
2,008
– – ﹤0.01% 3616
2025
Q1 		$32K Hold
2,008
– – ﹤0.01% 3339
2024
Q4 		$43K Hold
2,008
– – ﹤0.01% 2917
2024
Q3 		$38K Hold
2,008
– – ﹤0.01% 2908
2024
Q2 		$39K Hold
2,008
– – ﹤0.01% 2640
2024
Q1 		$45K Hold
2,008
– – ﹤0.01% 2358
2023
Q4 		$42K Hold
2,008
– – ﹤0.01% 2298
2023
Q3 		$44K Buy
2,008
+8
+0.4% +$181 ﹤0.01% 2145
2023
Q2 		$38K Hold
2,000
– – ﹤0.01% 2186
2023
Q1 		$33K Hold
2,000
– – ﹤0.01% 2156
2022
Q4 		$27K Buy
+2,000
New +$24.7K ﹤0.01% 2158

Other funds holding NOA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its North American Construction (NOA) position steady in Q1 2026 at 2,008 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4238.

Carson Wealth (CWM LLC) first reported a position in NOA in Q4 2022 and has held it in 14 quarters since. The position peaked at $45K in Q1 2024. 77 funds tracked by Wall St. Rank hold NOA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,008 shares of North American Construction worth $27.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its North American Construction share count unchanged in Q1 2026.
  • North American Construction made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4238 holding.
  • Carson Wealth (CWM LLC) first reported a position in North American Construction in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s North American Construction position peaked at $45K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held North American Construction as of Q1 2026.

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