Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BrightView Holdings BV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.3K Buy
3,419
+686
+25% +$8.88K ﹤0.01% 3961
2025
Q4 		$35K Sell
2,733
-2,662
-49% -$33.8K ﹤0.01% 3846
2025
Q3 		$72K Sell
5,395
-969
-15% -$14.4K ﹤0.01% 3224
2025
Q2 		$106K Buy
6,364
+2,946
+86% +$44.1K ﹤0.01% 2658
2025
Q1 		$44K Buy
3,418
+1,264
+59% +$18.1K ﹤0.01% 3078
2024
Q4 		$34K Buy
2,154
+741
+52% +$12.3K ﹤0.01% 3073
2024
Q3 		$22K Buy
1,413
+228
+19% +$3.3K ﹤0.01% 3287
2024
Q2 		$16K Buy
1,185
+83
+8% +$1.06K ﹤0.01% 3252
2024
Q1 		$13K Buy
1,102
+478
+77% +$4.35K ﹤0.01% 3168
2023
Q4 		$5K Buy
624
+61
+11% +$464 ﹤0.01% 3484
2023
Q3 		$4K Buy
563
+159
+39% +$1.27K ﹤0.01% 3534
2023
Q2 		$3K Buy
404
+334
+477% +$2.11K ﹤0.01% 3608
2023
Q1 		$0 Sell
70
-228
-77% -$1.54K ﹤0.01% 4063
2022
Q4 		$2K Buy
+298
New +$2.3K ﹤0.01% 3510
2022
Q3 		– Sell
-280
Closed -$3K – 3920
2022
Q2 		$3K Buy
280
+108
+63% +$1.35K ﹤0.01% 3169
2022
Q1 		$2K Buy
+172
New +$2.32K ﹤0.01% 3138
2021
Q2 		$2K Hold
114
– – ﹤0.01% 2625
2021
Q1 		$2K Hold
114
– – ﹤0.01% 2625
2020
Q4 		$2K Hold
114
– – ﹤0.01% 2624
2020
Q3 		$2K Hold
114
– – ﹤0.01% 2624
2020
Q2 		$2K Hold
114
– – ﹤0.01% 2623
2020
Q1 		$2K Hold
114
– – ﹤0.01% 2623
2019
Q4 		$2K Hold
114
– – ﹤0.01% 2623
2019
Q3 		$2K Hold
114
– – ﹤0.01% 2623
2019
Q2 		$2K Hold
114
– – ﹤0.01% 2623
2019
Q1 		$2K Sell
114
-184,826
-100% -$2.57M ﹤0.01% 2623
2018
Q4 		$1.89M Buy
184,940
+11,726
+7% +$151K 0.05% 289
2018
Q3 		$2.78M Buy
+173,214
New +$3.4M 0.07% 231

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BrightView Holdings (BV) stake by 25% in Q1 2026, buying an estimated $8.88K and bringing the position to 3,419 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3961.

Carson Wealth (CWM LLC) first reported a position in BV in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.78M in Q3 2018. 188 funds tracked by Wall St. Rank hold BV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,419 shares of BrightView Holdings worth $40.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 686 BrightView Holdings shares in Q1 2026, an estimated $8.88K.
  • BrightView Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3961 holding.
  • Carson Wealth (CWM LLC) first reported a position in BrightView Holdings in Q3 2018 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s BrightView Holdings position peaked at $2.78M in Q3 2018.
  • 188 funds tracked by Wall St. Rank held BrightView Holdings as of Q1 2026.

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