Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nu Skin NUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$243K Buy
33,369
+6,431
+24% +$58.2K ﹤0.01% 2562
2025
Q4 		$259K Sell
26,938
-330
-1% -$3.41K ﹤0.01% 2352
2025
Q3 		$332K Buy
27,268
+7,075
+35% +$74.3K ﹤0.01% 2044
2025
Q2 		$161K Sell
20,193
-2,164
-10% -$15.2K ﹤0.01% 2362
2025
Q1 		$162K Buy
22,357
+16,319
+270% +$119K ﹤0.01% 2063
2024
Q4 		$42K Buy
6,038
+4,777
+379% +$32.9K ﹤0.01% 2932
2024
Q3 		$9K Sell
1,261
-2,941
-70% -$27.5K ﹤0.01% 3845
2024
Q2 		$44K Buy
4,202
+916
+28% +$11.6K ﹤0.01% 2561
2024
Q1 		$45K Buy
3,286
+911
+38% +$14.2K ﹤0.01% 2360
2023
Q4 		$46K Buy
2,375
+237
+11% +$4.37K ﹤0.01% 2228
2023
Q3 		$45K Buy
2,138
+2,102
+5,839% +$54.6K ﹤0.01% 2125
2023
Q2 		$1K Sell
36
-78
-68% -$2.87K ﹤0.01% 4020
2023
Q1 		$4K Buy
114
+23
+25% +$956 ﹤0.01% 3406
2022
Q4 		$4K Buy
91
+72
+379% +$2.77K ﹤0.01% 3311
2022
Q3 		$1K Hold
19
– – ﹤0.01% 3711
2022
Q2 		$1K Buy
19
+16
+533% +$734 ﹤0.01% 3588
2022
Q1 		$0 Hold
3
– – ﹤0.01% 3759
2021
Q4 		$0 Buy
+3
New +$133 ﹤0.01% 3602
2021
Q2 		$8K Hold
147
– – ﹤0.01% 2199
2021
Q1 		$8K Hold
147
– – ﹤0.01% 2199
2020
Q4 		$8K Hold
147
– – ﹤0.01% 2199
2020
Q3 		$8K Hold
147
– – ﹤0.01% 2199
2020
Q2 		$8K Hold
147
– – ﹤0.01% 2198
2020
Q1 		$8K Hold
147
– – ﹤0.01% 2198
2019
Q4 		$8K Hold
147
– – ﹤0.01% 2198
2019
Q3 		$8K Hold
147
– – ﹤0.01% 2198
2019
Q2 		$8K Hold
147
– – ﹤0.01% 2198
2019
Q1 		$8K Buy
+147
New +$8.91K ﹤0.01% 2198

Other funds holding NUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nu Skin (NUS) stake by 24% in Q1 2026, buying an estimated $58.2K and bringing the position to 33,369 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Carson Wealth (CWM LLC) first reported a position in NUS in Q1 2019 and has held it in 28 quarters since. The position peaked at $332K in Q3 2025. 178 funds tracked by Wall St. Rank hold NUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,369 shares of Nu Skin worth $243K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,431 Nu Skin shares in Q1 2026, an estimated $58.2K.
  • Nu Skin made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2562 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nu Skin in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Nu Skin position peaked at $332K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Nu Skin as of Q1 2026.

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