Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ACV Auctions ACVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$182K Buy
42,938
+14,553
+51% +$95.3K ﹤0.01% 2810
2025
Q4 		$228K Buy
28,385
+24,223
+582% +$196K ﹤0.01% 2463
2025
Q3 		$41K Sell
4,162
-480
-10% -$6.15K ﹤0.01% 3669
2025
Q2 		$75K Buy
4,642
+2,026
+77% +$31.5K ﹤0.01% 2948
2025
Q1 		$37K Sell
2,616
-100,981
-97% -$1.86M ﹤0.01% 3215
2024
Q4 		$2.24M Sell
103,597
-16,326
-14% -$330K 0.01% 745
2024
Q3 		$2.44M Sell
119,923
-17,438
-13% -$321K 0.01% 640
2024
Q2 		$2.51M Sell
137,361
-31,830
-19% -$572K 0.01% 581
2024
Q1 		$3.18M Sell
169,191
-49,867
-23% -$781K 0.02% 516
2023
Q4 		$3.32M Sell
219,058
-12,647
-5% -$185K 0.02% 473
2023
Q3 		$3.52M Sell
231,705
-9,509
-4% -$154K 0.02% 432
2023
Q2 		$4.17M Sell
241,214
-99,134
-29% -$1.52M 0.03% 377
2023
Q1 		$4.39M Sell
340,348
-239,382
-41% -$2.62M 0.03% 344
2022
Q4 		$4.76M Sell
579,730
-106,817
-16% -$893K 0.04% 312
2022
Q3 		$4.94M Buy
686,547
+278,372
+68% +$2.21M 0.04% 282
2022
Q2 		$2.67M Sell
408,175
-59,609
-13% -$614K 0.02% 374
2022
Q1 		$6.93M Sell
467,784
-60,952
-12% -$847K 0.05% 260
2021
Q4 		$9.96M Buy
+528,736
New +$10.4M 0.07% 210

Other funds holding ACVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ACV Auctions (ACVA) stake by 51% in Q1 2026, buying an estimated $95.3K and bringing the position to 42,938 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Carson Wealth (CWM LLC) first reported a position in ACVA in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.96M in Q4 2021. 267 funds tracked by Wall St. Rank hold ACVA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,938 shares of ACV Auctions worth $182K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,553 ACV Auctions shares in Q1 2026, an estimated $95.3K.
  • ACV Auctions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2810 holding.
  • Carson Wealth (CWM LLC) first reported a position in ACV Auctions in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s ACV Auctions position peaked at $9.96M in Q4 2021.
  • 267 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2026.

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