Carson Wealth (CWM LLC)
NVMI

Carson Wealth (CWM LLC)’s Nova NVMI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.6K Buy
105
+1
+1% +$440 ﹤0.01% 3885
2025
Q4 		$34K Sell
104
-15
-13% -$4.82K ﹤0.01% 3873
2025
Q3 		$38K Sell
119
-10
-8% -$2.76K ﹤0.01% 3738
2025
Q2 		$36K Buy
129
+25
+24% +$5.08K ﹤0.01% 3513
2025
Q1 		$19K Buy
104
+4
+4% +$924 ﹤0.01% 3717
2024
Q4 		$20K Hold
100
– – ﹤0.01% 3437
2024
Q3 		$21K Hold
100
– – ﹤0.01% 3329
2024
Q2 		$23K Hold
100
– – ﹤0.01% 3025
2024
Q1 		$18K Hold
100
– – ﹤0.01% 2977
2023
Q4 		$14K Hold
100
– – ﹤0.01% 2993
2023
Q3 		$11K Sell
100
-34
-25% -$4K ﹤0.01% 3089
2023
Q2 		$16K Hold
134
– – ﹤0.01% 2790
2023
Q1 		$14K Sell
134
-63
-32% -$5.89K ﹤0.01% 2751
2022
Q4 		$16K Buy
197
+97
+97% +$7.91K ﹤0.01% 2519
2022
Q3 		$9K Hold
100
– – ﹤0.01% 2762
2022
Q2 		$9K Hold
100
– – ﹤0.01% 2650
2022
Q1 		$11K Hold
100
– – ﹤0.01% 2427
2021
Q4 		$15K Buy
+100
New +$12.1K ﹤0.01% 2141

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return