Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s News Corp Class B NWS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$596K Sell
20,915
-34,865
-63% -$983K ﹤0.01% 1888
2025
Q4 		$1.65M Buy
55,780
+50,180
+896% +$1.5M ﹤0.01% 1232
2025
Q3 		$193K Buy
5,600
+69
+1% +$2.33K ﹤0.01% 2474
2025
Q2 		$190K Buy
5,531
+694
+14% +$22K ﹤0.01% 2221
2025
Q1 		$147K Buy
4,837
+425
+10% +$13.5K ﹤0.01% 2117
2024
Q4 		$134K Buy
4,412
+25
+0.6% +$754 ﹤0.01% 2080
2024
Q3 		$123K Sell
4,387
-431
-9% -$12.2K ﹤0.01% 2065
2024
Q2 		$137K Buy
4,818
+213
+5% +$5.67K ﹤0.01% 1786
2024
Q1 		$125K Buy
4,605
+28
+0.6% +$740 ﹤0.01% 1756
2023
Q4 		$118K Sell
4,577
-43
-0.9% -$973 ﹤0.01% 1654
2023
Q3 		$96K Sell
4,620
-139
-3% -$2.88K ﹤0.01% 1653
2023
Q2 		$94K Buy
4,759
+229
+5% +$4.19K ﹤0.01% 1602
2023
Q1 		$79K Buy
4,530
+711
+19% +$13.1K ﹤0.01% 1614
2022
Q4 		$70K Sell
3,819
-25
-0.7% -$441 ﹤0.01% 1545
2022
Q3 		$59K Buy
3,844
+1,682
+78% +$28.7K ﹤0.01% 1592
2022
Q2 		$34K Buy
2,162
+1,635
+310% +$30.4K ﹤0.01% 1818
2022
Q1 		$12K Buy
527
+239
+83% +$5.34K ﹤0.01% 2381
2021
Q4 		$6K Buy
+288
New +$6.6K ﹤0.01% 2650

Other funds holding NWS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $274M AUM 18.22% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its News Corp Class B (NWS) stake by 63% in Q1 2026, selling an estimated $983K and leaving 20,915 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Carson Wealth (CWM LLC) first reported a position in NWS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2025. 318 funds tracked by Wall St. Rank hold NWS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,915 shares of News Corp Class B worth $596K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 34,865 News Corp Class B shares in Q1 2026, an estimated $983K.
  • News Corp Class B made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1888 holding.
  • Carson Wealth (CWM LLC) first reported a position in News Corp Class B in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s News Corp Class B position peaked at $1.65M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held News Corp Class B as of Q1 2026.

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