Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NerdWallet NRDS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$304K Buy
29,249
+16,153
+123% +$182K ﹤0.01% 2370
2025
Q4 		$177K Buy
13,096
+204
+2% +$2.67K ﹤0.01% 2666
2025
Q3 		$139K Sell
12,892
-1,933
-13% -$20.6K ﹤0.01% 2728
2025
Q2 		$163K Buy
14,825
+12,845
+649% +$129K ﹤0.01% 2356
2025
Q1 		$18K Buy
1,980
+1,852
+1,447% +$22.2K ﹤0.01% 3757
2024
Q4 		$2K Buy
128
+22
+21% +$294 ﹤0.01% 4579
2024
Q3 		$1K Buy
106
+52
+96% +$688 ﹤0.01% 4647
2024
Q2 		$1K Buy
54
+20
+59% +$274 ﹤0.01% 4435
2024
Q1 		$0 Hold
34
– – ﹤0.01% 4599
2023
Q4 		$1K Sell
34
-11
-24% -$121 ﹤0.01% 3992
2023
Q3 		$0 Buy
45
+16
+55% +$150 ﹤0.01% 4424
2023
Q2 		$0 Hold
29
– – ﹤0.01% 4373
2023
Q1 		$0 Sell
29
-6
-17% -$90 ﹤0.01% 4251
2022
Q4 		$0 Hold
35
– – ﹤0.01% 4155
2022
Q3 		$0 Buy
+35
New +$343 ﹤0.01% 4104
2022
Q1 		– Sell
-3
Closed – – 3757
2021
Q4 		$0 Buy
+3
New +$59 ﹤0.01% 3600

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NerdWallet (NRDS) stake by 123% in Q1 2026, buying an estimated $182K and bringing the position to 29,249 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Carson Wealth (CWM LLC) first reported a position in NRDS in Q4 2021 and has held it in 16 quarters since. 159 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,249 shares of NerdWallet worth $304K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,153 NerdWallet shares in Q1 2026, an estimated $182K.
  • NerdWallet made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2370 holding.
  • Carson Wealth (CWM LLC) first reported a position in NerdWallet in Q4 2021 and has held it in 16 quarters since.
  • 159 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

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