Carson Wealth (CWM LLC)
NWFL icon

Carson Wealth (CWM LLC)’s Norwood Financial Corp NWFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.2K Buy
1,028
+230
+29% +$6.76K ﹤0.01% 4162
2025
Q4 		$22K Buy
798
+121
+18% +$3.3K ﹤0.01% 4125
2025
Q3 		$17K Buy
677
+391
+137% +$9.98K ﹤0.01% 4222
2025
Q2 		$7K Buy
286
+186
+186% +$4.66K ﹤0.01% 4474
2025
Q1 		$2K Buy
100
+1
+1% +$26 ﹤0.01% 4791
2024
Q4 		$3K Buy
99
+2
+2% +$58 ﹤0.01% 4432
2024
Q3 		$3K Buy
97
+78
+411% +$2.09K ﹤0.01% 4301
2024
Q2 		$0 Buy
19
+16
+533% +$396 ﹤0.01% 4829
2024
Q1 		$0 Buy
+3
New +$83 ﹤0.01% 4607

Other funds holding NWFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Norwood Financial Corp (NWFL) stake by 29% in Q1 2026, buying an estimated $6.76K and bringing the position to 1,028 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4162.

Carson Wealth (CWM LLC) first reported a position in NWFL in Q1 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,028 shares of Norwood Financial Corp worth $30.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 230 Norwood Financial Corp shares in Q1 2026, an estimated $6.76K.
  • Norwood Financial Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4162 holding.
  • Carson Wealth (CWM LLC) first reported a position in Norwood Financial Corp in Q1 2024 and has held it in 9 quarters since.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

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