Carson Wealth (CWM LLC)
NXH

Carson Wealth (CWM LLC)’s Neighborhood Intelligence Inc NXH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63K Buy
13,584
+11,492
+549% +$64.3K ﹤0.01% 3637
2025
Q4 		$11K Buy
2,092
+119
+6% +$864 ﹤0.01% 4487
2025
Q3 		$18K Buy
1,973
+39
+2% +$322 ﹤0.01% 4182
2025
Q2 		$12K Sell
1,934
-9,886
-84% -$47.9K ﹤0.01% 4194
2025
Q1 		$62K Buy
11,820
+7,728
+189% +$46.9K ﹤0.01% 2789
2024
Q4 		$18K Sell
4,092
-494
-11% -$3.14K ﹤0.01% 3500
2024
Q3 		$42K Buy
4,586
+729
+19% +$7.51K ﹤0.01% 2814
2024
Q2 		$46K Buy
3,857
+2,146
+125% +$38.1K ﹤0.01% 2522
2024
Q1 		$56K Hold
1,711
– – ﹤0.01% 2219
2023
Q4 		$43K Sell
1,711
-526
-24% -$9.06K ﹤0.01% 2265
2023
Q3 		$32K Sell
2,237
-583
-21% -$14.3K ﹤0.01% 2364
2023
Q2 		$84K Sell
2,820
-94
-3% -$1.74K ﹤0.01% 1656
2023
Q1 		$54K Sell
2,914
-146
-5% -$2.72K ﹤0.01% 1820
2022
Q4 		$54K Buy
3,060
+1,885
+160% +$40.5K ﹤0.01% 1685
2022
Q3 		$26K Sell
1,175
-58
-5% -$1.45K ﹤0.01% 2044
2022
Q2 		$28K Buy
1,233
+936
+315% +$28.1K ﹤0.01% 1919
2022
Q1 		$12K Buy
297
+22
+8% +$978 ﹤0.01% 2357
2021
Q4 		$15K Buy
+275
New +$20.8K ﹤0.01% 2131
2021
Q2 		$23K Hold
275
– – ﹤0.01% 1725
2021
Q1 		$23K Hold
275
– – ﹤0.01% 1725
2020
Q4 		$23K Hold
275
– – ﹤0.01% 1725
2020
Q3 		$23K Hold
275
– – ﹤0.01% 1725
2020
Q2 		$23K Sell
275
-28
-9% -$411 ﹤0.01% 1725
2020
Q1 		$23K Sell
303
-30
-9% -$163 ﹤0.01% 1725
2019
Q4 		$23K Hold
333
– – ﹤0.01% 1725
2019
Q3 		$23K Hold
333
– – ﹤0.01% 1725
2019
Q2 		$23K Hold
333
– – ﹤0.01% 1725
2019
Q1 		$23K Buy
+333
New +$4.55K ﹤0.01% 1725

Other funds holding NXH

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Neighborhood Intelligence Inc (NXH) stake by 549% in Q1 2026, buying an estimated $64.3K and bringing the position to 13,584 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #3637.

Carson Wealth (CWM LLC) first reported a position in NXH in Q1 2019 and has held it in 28 quarters since. The position peaked at $84K in Q2 2023. 185 funds tracked by Wall St. Rank hold NXH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,584 shares of Neighborhood Intelligence Inc worth $63K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,492 Neighborhood Intelligence Inc shares in Q1 2026, an estimated $64.3K.
  • Neighborhood Intelligence Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3637 holding.
  • Carson Wealth (CWM LLC) first reported a position in Neighborhood Intelligence Inc in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Neighborhood Intelligence Inc position peaked at $84K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2026.

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