Carson Wealth (CWM LLC)
NOAH

Carson Wealth (CWM LLC)’s Noah Holdings NOAH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208 Buy
+21
New +$241 ﹤0.01% 5528
2022
Q3 		– Sell
-57
Closed -$1K – 4103
2022
Q2 		$1K Sell
57
-312
-85% -$5.82K ﹤0.01% 3585
2022
Q1 		$9K Buy
369
+319
+638% +$8.97K ﹤0.01% 2548
2021
Q4 		$2K Buy
+50
New +$1.88K ﹤0.01% 3153

Other funds holding NOAH

YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Noah Holdings (NOAH) in Q1 2026: 21 shares worth $208. The stake represents ﹤0.01% of the portfolio and ranks #5528 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in NOAH as recently as Q2 2022.

Carson Wealth (CWM LLC) first reported a position in NOAH in Q4 2021 and has held it in 4 quarters since. The position peaked at $9K in Q1 2022. 87 funds tracked by Wall St. Rank hold NOAH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21 shares of Noah Holdings worth $208 as of Q1 2026.
  • Noah Holdings was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Noah Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5528 holding.
  • Carson Wealth (CWM LLC) first reported a position in Noah Holdings in Q4 2021 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Noah Holdings position peaked at $9K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Noah Holdings as of Q1 2026.

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