Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s News Corp Class A NWSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.95M Buy
118,500
+56,514
+91% +$1.4M 0.01% 1037
2025
Q4 		$1.62M Sell
61,986
-146,745
-70% -$3.85M ﹤0.01% 1247
2025
Q3 		$6.41M Buy
208,731
+50,900
+32% +$1.51M 0.02% 620
2025
Q2 		$4.69M Buy
157,831
+132,777
+530% +$3.65M 0.02% 607
2025
Q1 		$682K Buy
25,054
+15,462
+161% +$433K ﹤0.01% 1334
2024
Q4 		$264K Sell
9,592
-1,140
-11% -$31.8K ﹤0.01% 1668
2024
Q3 		$286K Buy
10,732
+3,393
+46% +$92.2K ﹤0.01% 1562
2024
Q2 		$202K Buy
7,339
+532
+8% +$13.7K ﹤0.01% 1581
2024
Q1 		$178K Sell
6,807
-100
-1% -$2.54K ﹤0.01% 1568
2023
Q4 		$170K Sell
6,907
-3
-0% -$65 ﹤0.01% 1488
2023
Q3 		$139K Buy
6,910
+49
+0.7% +$994 ﹤0.01% 1465
2023
Q2 		$134K Sell
6,861
-308
-4% -$5.58K ﹤0.01% 1421
2023
Q1 		$124K Buy
7,169
+1,245
+21% +$22.7K ﹤0.01% 1382
2022
Q4 		$108K Sell
5,924
-600
-9% -$10.4K ﹤0.01% 1347
2022
Q3 		$99K Buy
6,524
+3,446
+112% +$57.8K ﹤0.01% 1333
2022
Q2 		$48K Buy
3,078
+507
+20% +$9.32K ﹤0.01% 1650
2022
Q1 		$57K Buy
2,571
+1,823
+244% +$40.3K ﹤0.01% 1550
2021
Q4 		$17K Buy
+748
New +$17.1K ﹤0.01% 2083
2021
Q2 		$8K Hold
301
– – ﹤0.01% 2200
2021
Q1 		$8K Hold
301
– – ﹤0.01% 2200
2020
Q4 		$8K Hold
301
– – ﹤0.01% 2200
2020
Q3 		$8K Hold
301
– – ﹤0.01% 2200
2020
Q2 		$8K Hold
301
– – ﹤0.01% 2199
2020
Q1 		$8K Hold
301
– – ﹤0.01% 2199
2019
Q4 		$8K Hold
301
– – ﹤0.01% 2199
2019
Q3 		$8K Hold
301
– – ﹤0.01% 2199
2019
Q2 		$8K Hold
301
– – ﹤0.01% 2199
2019
Q1 		$8K Buy
301
+123
+69% +$1.55K ﹤0.01% 2199
2018
Q4 		$2K Sell
178
-131
-42% -$1.68K ﹤0.01% 1778
2018
Q3 		$4K Buy
309
+95
+44% +$1.33K ﹤0.01% 1404
2018
Q2 		$3K Buy
214
+105
+96% +$1.66K ﹤0.01% 1306
2018
Q1 		$2K Hold
109
– – ﹤0.01% 1190
2017
Q4 		$2K Hold
109
– – ﹤0.01% 1285
2017
Q3 		$1K Sell
109
-4
-4% -$54 ﹤0.01% 1396
2017
Q2 		$2K Buy
113
+4
+4% +$52 ﹤0.01% 1022
2017
Q1 		$1K Hold
109
– – ﹤0.01% 1082
2016
Q4 		$1K Buy
109
+108
+10,800% +$1.34K ﹤0.01% 1061
2016
Q3 		$0 Hold
1
– – ﹤0.01% 1039
2016
Q2 		$0 Hold
1
– – ﹤0.01% 840
2016
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 794
2015
Q4 		– Sell
-1
Closed – – 734
2015
Q3 		$0 Buy
+1
New +$14 ﹤0.01% 650
2014
Q1 		– Sell
-1
Closed – – 383
2013
Q4 		$0 Buy
+1
New +$17 ﹤0.01% 642

Other funds holding NWSA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its News Corp Class A (NWSA) stake by 91% in Q1 2026, buying an estimated $1.4M and bringing the position to 118,500 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #1037.

Carson Wealth (CWM LLC) first reported a position in NWSA in Q4 2013 and has held it in 42 quarters since. The position peaked at $6.41M in Q3 2025. 588 funds tracked by Wall St. Rank hold NWSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 118,500 shares of News Corp Class A worth $2.95M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 56,514 News Corp Class A shares in Q1 2026, an estimated $1.4M.
  • News Corp Class A made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1037 holding.
  • Carson Wealth (CWM LLC) first reported a position in News Corp Class A in Q4 2013 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s News Corp Class A position peaked at $6.41M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2026.

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