Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NatWest NWG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Buy
12,650
+2,727
+27% +$45.3K ﹤0.01% 2786
2025
Q4 		$174K Buy
9,923
+4,046
+69% +$64.1K ﹤0.01% 2680
2025
Q3 		$83K Buy
5,877
+2,306
+65% +$32.5K ﹤0.01% 3130
2025
Q2 		$51K Sell
3,571
-272
-7% -$3.6K ﹤0.01% 3262
2025
Q1 		$46K Sell
3,843
-396
-9% -$4.44K ﹤0.01% 3050
2024
Q4 		$43K Sell
4,239
-210
-5% -$2.08K ﹤0.01% 2918
2024
Q3 		$42K Buy
4,449
+603
+16% +$5.37K ﹤0.01% 2823
2024
Q2 		$31K Buy
3,846
+755
+24% +$5.86K ﹤0.01% 2818
2024
Q1 		$21K Buy
3,091
+632
+26% +$3.75K ﹤0.01% 2884
2023
Q4 		$14K Sell
2,459
-38
-2% -$202 ﹤0.01% 2994
2023
Q3 		$15K Buy
2,497
+352
+16% +$2.13K ﹤0.01% 2883
2023
Q2 		$13K Sell
2,145
-86
-4% -$565 ﹤0.01% 2926
2023
Q1 		$15K Sell
2,231
-575
-20% -$4.06K ﹤0.01% 2703
2022
Q4 		$18K Buy
2,806
+847
+43% +$4.96K ﹤0.01% 2451
2022
Q3 		$10K Buy
1,959
+1,608
+458% +$9.9K ﹤0.01% 2690
2022
Q2 		$2K Sell
351
-1,527
-81% -$9.15K ﹤0.01% 3379
2022
Q1 		$11K Sell
1,878
-58
-3% -$391 ﹤0.01% 2428
2021
Q4 		$13K Buy
+1,936
New +$12.6K ﹤0.01% 2211
2018
Q2 		– Sell
-77
Closed -$1K – 1746
2018
Q1 		$1K Buy
+77
New +$648 ﹤0.01% 1303

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NatWest (NWG) stake by 27% in Q1 2026, buying an estimated $45.3K and bringing the position to 12,650 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Carson Wealth (CWM LLC) first reported a position in NWG in Q1 2018 and has held it in 19 quarters since. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,650 shares of NatWest worth $188K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,727 NatWest shares in Q1 2026, an estimated $45.3K.
  • NatWest made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2786 holding.
  • Carson Wealth (CWM LLC) first reported a position in NatWest in Q1 2018 and has held it in 19 quarters since.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

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