AWM
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Abound Wealth Management’s Covenant Logistics CVLG Stock Holding History

Abound Wealth Management’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4K Buy
282
+1
+0.4% +$36 ﹤0.01% 442
2026
Q1 		$7.63K Buy
281
+1
+0.4% +$27 ﹤0.01% 624
2025
Q4 		$6.18K Hold
280
– – ﹤0.01% 619
2025
Q3 		$6.06K Buy
280
+1
+0.4% +$24 ﹤0.01% 603
2025
Q2 		$6.72K Buy
279
+1
+0.4% +$22 ﹤0.01% 514
2025
Q1 		$6.17K Hold
278
– – ﹤0.01% 490
2024
Q4 		$7.55K Buy
278
+2
+0.7% +$55 ﹤0.01% 445
2024
Q3 		$7.31K Hold
276
– – ﹤0.01% 472
2024
Q2 		$6.8K Hold
276
– – ﹤0.01% 438
2024
Q1 		$6.38K Buy
276
+2
+0.7% +$48 ﹤0.01% 462
2023
Q4 		$6.32K Buy
+274
New +$5.87K ﹤0.01% 455

Other funds holding CVLG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Abound Wealth Management's CVLG Position: Q2 2026 in Review

Abound Wealth Management increased its Covenant Logistics (CVLG) stake by 0.36% in Q2 2026, buying an estimated $36 and bringing the position to 282 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Abound Wealth Management first reported a position in CVLG in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

  • Abound Wealth Management held 282 shares of Covenant Logistics worth $12.4K as of Q2 2026.
  • Abound Wealth Management bought 1 Covenant Logistics share in Q2 2026, an estimated $36.
  • Covenant Logistics made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Abound Wealth Management first reported a position in Covenant Logistics in Q4 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.