Carson Wealth (CWM LLC)
NPKI

Carson Wealth (CWM LLC)’s NPK International NPKI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NPKI Stock Details NPKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Buy
7,412
+2,495
+51% +$34.6K ﹤0.01% 3201
2025
Q4 		$59K Buy
4,917
+1,079
+28% +$13.2K ﹤0.01% 3486
2025
Q3 		$43K Buy
3,838
+686
+22% +$6.68K ﹤0.01% 3653
2025
Q2 		$27K Buy
3,152
+1,149
+57% +$8.42K ﹤0.01% 3724
2025
Q1 		$12K Sell
2,003
-10,070
-83% -$66.9K ﹤0.01% 4033
2024
Q4 		$93K Sell
12,073
-5,370
-31% -$39.5K ﹤0.01% 2331
2024
Q3 		$121K Buy
17,443
+7,713
+79% +$59.4K ﹤0.01% 2085
2024
Q2 		$81K Buy
9,730
+5,193
+114% +$40K ﹤0.01% 2126
2024
Q1 		$33K Buy
4,537
+3,775
+495% +$24.7K ﹤0.01% 2586
2023
Q4 		$5K Buy
762
+322
+73% +$2.25K ﹤0.01% 3559
2023
Q3 		$3K Buy
440
+268
+156% +$1.53K ﹤0.01% 3726
2023
Q2 		$1K Buy
+172
New +$712 ﹤0.01% 4106

Other funds holding NPKI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NPK International (NPKI) stake by 51% in Q1 2026, buying an estimated $34.6K and bringing the position to 7,412 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Carson Wealth (CWM LLC) first reported a position in NPKI in Q2 2023 and has held it in 12 quarters since. The position peaked at $121K in Q3 2024. 246 funds tracked by Wall St. Rank hold NPKI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,412 shares of NPK International worth $107K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,495 NPK International shares in Q1 2026, an estimated $34.6K.
  • NPK International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3201 holding.
  • Carson Wealth (CWM LLC) first reported a position in NPK International in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s NPK International position peaked at $121K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held NPK International as of Q1 2026.

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