Carson Wealth (CWM LLC)
NU icon

Carson Wealth (CWM LLC)’s Nu Holdings NU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Sell
84,359
-7,235
-8% -$117K ﹤0.01% 1439
2025
Q4 		$1.53M Buy
91,594
+4,302
+5% +$69.1K ﹤0.01% 1275
2025
Q3 		$1.4M Buy
87,292
+5,653
+7% +$78.9K ﹤0.01% 1244
2025
Q2 		$1.12M Buy
81,639
+6,631
+9% +$79.4K ﹤0.01% 1192
2025
Q1 		$768K Buy
75,008
+21,508
+40% +$254K ﹤0.01% 1290
2024
Q4 		$554K Buy
53,500
+5,851
+12% +$77.8K ﹤0.01% 1340
2024
Q3 		$650K Sell
47,649
-215
-0.4% -$2.89K ﹤0.01% 1214
2024
Q2 		$617K Buy
47,864
+4,114
+9% +$47.9K ﹤0.01% 1106
2024
Q1 		$522K Sell
43,750
-6,924
-14% -$70.7K ﹤0.01% 1122
2023
Q4 		$422K Buy
50,674
+48,697
+2,463% +$394K ﹤0.01% 1124
2023
Q3 		$14K Buy
1,977
+35
+2% +$262 ﹤0.01% 2934
2023
Q2 		$15K Buy
1,942
+1,149
+145% +$7.06K ﹤0.01% 2825
2023
Q1 		$4K Hold
793
– – ﹤0.01% 3405
2022
Q4 		$3K Hold
793
– – ﹤0.01% 3440
2022
Q3 		$3K Hold
793
– – ﹤0.01% 3337
2022
Q2 		$3K Buy
+793
New +$4.02K ﹤0.01% 3218

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Nu Holdings (NU) stake by 7.9% in Q1 2026, selling an estimated $117K and leaving 84,359 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Carson Wealth (CWM LLC) first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 84,359 shares of Nu Holdings worth $1.21M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,235 Nu Holdings shares in Q1 2026, an estimated $117K.
  • Nu Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1439 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Nu Holdings position peaked at $1.53M in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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