Carson Wealth (CWM LLC)
NSP icon

Carson Wealth (CWM LLC)’s Insperity NSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Sell
10,003
-3,344
-25% -$108K ﹤0.01% 2463
2025
Q4 		$517K Buy
13,347
+9,275
+228% +$370K ﹤0.01% 1896
2025
Q3 		$200K Buy
4,072
+3,525
+644% +$193K ﹤0.01% 2443
2025
Q2 		$33K Sell
547
-899
-62% -$62.8K ﹤0.01% 3587
2025
Q1 		$129K Buy
1,446
+1,325
+1,095% +$110K ﹤0.01% 2218
2024
Q4 		$9K Sell
121
-184
-60% -$14.9K ﹤0.01% 3939
2024
Q3 		$27K Buy
305
+113
+59% +$10.5K ﹤0.01% 3181
2024
Q2 		$18K Buy
192
+25
+15% +$2.53K ﹤0.01% 3185
2024
Q1 		$18K Sell
167
-299
-64% -$31.8K ﹤0.01% 2976
2023
Q4 		$55K Sell
466
-56
-11% -$6.06K ﹤0.01% 2119
2023
Q3 		$51K Buy
522
+118
+29% +$12.3K ﹤0.01% 2046
2023
Q2 		$48K Buy
404
+344
+573% +$40.8K ﹤0.01% 2027
2023
Q1 		$7K Buy
60
+1
+2% +$117 ﹤0.01% 3151
2022
Q4 		$7K Buy
59
+12
+26% +$1.36K ﹤0.01% 3016
2022
Q3 		$5K Buy
47
+11
+31% +$1.18K ﹤0.01% 3081
2022
Q2 		$4K Buy
36
+6
+20% +$594 ﹤0.01% 3111
2022
Q1 		$3K Buy
30
+8
+36% +$797 ﹤0.01% 3055
2021
Q4 		$3K Buy
+22
New +$2.6K ﹤0.01% 3005
2021
Q2 		$2K Hold
22
– – ﹤0.01% 2681
2021
Q1 		$2K Hold
22
– – ﹤0.01% 2681
2020
Q4 		$2K Hold
22
– – ﹤0.01% 2680
2020
Q3 		$2K Hold
22
– – ﹤0.01% 2679
2020
Q2 		$2K Hold
22
– – ﹤0.01% 2678
2020
Q1 		$2K Hold
22
– – ﹤0.01% 2678
2019
Q4 		$2K Hold
22
– – ﹤0.01% 2677
2019
Q3 		$2K Hold
22
– – ﹤0.01% 2677
2019
Q2 		$2K Hold
22
– – ﹤0.01% 2677
2019
Q1 		$2K Buy
+22
New +$2.51K ﹤0.01% 2675
2017
Q3 		– Sell
-1,000
Closed -$36K – 1534
2017
Q2 		$36K Buy
+1,000
New +$40.5K ﹤0.01% 531

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Insperity (NSP) stake by 25% in Q1 2026, selling an estimated $108K and leaving 10,003 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Carson Wealth (CWM LLC) first reported a position in NSP in Q2 2017 and has held it in 29 quarters since. The position peaked at $517K in Q4 2025. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,003 shares of Insperity worth $270K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,344 Insperity shares in Q1 2026, an estimated $108K.
  • Insperity made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2463 holding.
  • Carson Wealth (CWM LLC) first reported a position in Insperity in Q2 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Insperity position peaked at $517K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

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