Carson Wealth (CWM LLC)
NVGS icon

Carson Wealth (CWM LLC)’s Navigator Holdings NVGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVGS Stock Details NVGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$142K Buy
7,335
+2,708
+59% +$51.4K ﹤0.01% 2997
2025
Q4 		$80K Buy
4,627
+1,259
+37% +$21K ﹤0.01% 3234
2025
Q3 		$52K Buy
+3,368
New +$53.8K ﹤0.01% 3507
2024
Q4 		– Sell
-3,527
Closed -$57K – 5078
2024
Q3 		$57K Buy
3,527
+27
+0.8% +$441 ﹤0.01% 2594
2024
Q2 		$61K Sell
3,500
-244
-7% -$3.93K ﹤0.01% 2334
2024
Q1 		$57K Hold
3,744
– – ﹤0.01% 2216
2023
Q4 		$54K Buy
+3,744
New +$53.9K ﹤0.01% 2128

Other funds holding NVGS

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Navigator Holdings (NVGS) stake by 59% in Q1 2026, buying an estimated $51.4K and bringing the position to 7,335 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Carson Wealth (CWM LLC) first reported a position in NVGS in Q4 2023 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold NVGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,335 shares of Navigator Holdings worth $142K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,708 Navigator Holdings shares in Q1 2026, an estimated $51.4K.
  • Navigator Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2997 holding.
  • Carson Wealth (CWM LLC) first reported a position in Navigator Holdings in Q4 2023 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held Navigator Holdings as of Q1 2026.

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