Carson Wealth (CWM LLC)
NX icon

Carson Wealth (CWM LLC)’s Quanex NX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$178K Buy
9,885
+8,721
+749% +$165K ﹤0.01% 2827
2025
Q4 		$18K Buy
1,164
+866
+291% +$12.2K ﹤0.01% 4228
2025
Q3 		$4K Sell
298
-1,170
-80% -$21.9K ﹤0.01% 4832
2025
Q2 		$28K Buy
1,468
+750
+104% +$13.3K ﹤0.01% 3692
2025
Q1 		$13K Buy
718
+446
+164% +$9.43K ﹤0.01% 3964
2024
Q4 		$7K Sell
272
-140
-34% -$4.01K ﹤0.01% 4065
2024
Q3 		$11K Buy
412
+155
+60% +$4.41K ﹤0.01% 3746
2024
Q2 		$7K Buy
257
+175
+213% +$5.79K ﹤0.01% 3723
2024
Q1 		$3K Buy
82
+5
+6% +$167 ﹤0.01% 3863
2023
Q4 		$2K Sell
77
-85
-52% -$2.51K ﹤0.01% 3822
2023
Q3 		$5K Hold
162
– – ﹤0.01% 3477
2023
Q2 		$4K Buy
162
+7
+5% +$156 ﹤0.01% 3546
2023
Q1 		$3K Buy
155
+49
+46% +$1.18K ﹤0.01% 3544
2022
Q4 		$3K Buy
106
+62
+141% +$1.4K ﹤0.01% 3441
2022
Q3 		$1K Sell
44
-53
-55% -$1.2K ﹤0.01% 3713
2022
Q2 		$2K Sell
97
-161
-62% -$3.36K ﹤0.01% 3380
2022
Q1 		$5K Hold
258
– – ﹤0.01% 2853
2021
Q4 		$6K Buy
+258
New +$5.76K ﹤0.01% 2651

Other funds holding NX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Quanex (NX) stake by 749% in Q1 2026, buying an estimated $165K and bringing the position to 9,885 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Carson Wealth (CWM LLC) first reported a position in NX in Q4 2021 and has held it in 18 quarters since. 191 funds tracked by Wall St. Rank hold NX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,885 shares of Quanex worth $178K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,721 Quanex shares in Q1 2026, an estimated $165K.
  • Quanex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2827 holding.
  • Carson Wealth (CWM LLC) first reported a position in Quanex in Q4 2021 and has held it in 18 quarters since.
  • 191 funds tracked by Wall St. Rank held Quanex as of Q1 2026.

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