Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Insight Enterprises NSIT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$163K Buy
2,426
+1,897
+359% +$155K ﹤0.01% 2898
2025
Q4 		$43K Buy
529
+149
+39% +$14K ﹤0.01% 3711
2025
Q3 		$43K Sell
380
-39
-9% -$5.08K ﹤0.01% 3648
2025
Q2 		$58K Sell
419
-336
-45% -$45.2K ﹤0.01% 3159
2025
Q1 		$113K Buy
755
+59
+8% +$9.5K ﹤0.01% 2341
2024
Q4 		$106K Buy
696
+57
+9% +$10.2K ﹤0.01% 2248
2024
Q3 		$138K Sell
639
-1,356
-68% -$279K ﹤0.01% 1986
2024
Q2 		$396K Buy
1,995
+1,212
+155% +$236K ﹤0.01% 1281
2024
Q1 		$145K Sell
783
-1,508
-66% -$279K ﹤0.01% 1674
2023
Q4 		$406K Buy
2,291
+1,637
+250% +$255K ﹤0.01% 1138
2023
Q3 		$95K Sell
654
-2
-0.3% -$298 ﹤0.01% 1661
2023
Q2 		$96K Buy
656
+47
+8% +$6.31K ﹤0.01% 1593
2023
Q1 		$87K Buy
609
+12
+2% +$1.49K ﹤0.01% 1566
2022
Q4 		$60K Buy
597
+8
+1% +$764 ﹤0.01% 1633
2022
Q3 		$49K Sell
589
-19
-3% -$1.69K ﹤0.01% 1663
2022
Q2 		$52K Buy
608
+578
+1,927% +$56.5K ﹤0.01% 1614
2022
Q1 		$3K Buy
30
+5
+20% +$508 ﹤0.01% 3054
2021
Q4 		$3K Buy
+25
New +$2.49K ﹤0.01% 3004
2019
Q1 		– Sell
-14
Closed -$1K – 3178
2018
Q4 		$1K Buy
+14
New +$645 ﹤0.01% 1949

Other funds holding NSIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Insight Enterprises (NSIT) stake by 359% in Q1 2026, buying an estimated $155K and bringing the position to 2,426 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Carson Wealth (CWM LLC) first reported a position in NSIT in Q4 2018 and has held it in 19 quarters since. The position peaked at $406K in Q4 2023. 294 funds tracked by Wall St. Rank hold NSIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,426 shares of Insight Enterprises worth $163K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,897 Insight Enterprises shares in Q1 2026, an estimated $155K.
  • Insight Enterprises made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2898 holding.
  • Carson Wealth (CWM LLC) first reported a position in Insight Enterprises in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Insight Enterprises position peaked at $406K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held Insight Enterprises as of Q1 2026.

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