Carson Wealth (CWM LLC)
CTEV

Carson Wealth (CWM LLC)’s Claritev Corp CTEV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.7K Buy
1,694
+1,659
+4,740% +$37.2K ﹤0.01% 4223
2025
Q4 		$1K Sell
35
-42
-55% -$2.14K ﹤0.01% 5329
2025
Q3 		$4K Buy
+77
New +$4.25K ﹤0.01% 4872
2024
Q4 		– Sell
-18
Closed – – 5227
2024
Q3 		$0 Sell
18
-214
-92% -$2.51K ﹤0.01% 5226
2024
Q2 		$4K Buy
232
+229
+7,633% +$5.45K ﹤0.01% 4020
2024
Q1 		$0 Buy
+3
New +$126 ﹤0.01% 4813
2023
Q4 		– Sell
-7
Closed – – 4576
2023
Q3 		$0 Buy
+7
New +$517 ﹤0.01% 4576
2023
Q1 		– Sell
-8
Closed – – 4380
2022
Q4 		$0 Buy
+8
New +$639 ﹤0.01% 4296

Other funds holding CTEV

HFCIV
H&F Corporate Investors VIII San Francisco, California $133M AUM 24.42% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $975M AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $274M AUM 43.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Caspian Capital New York $176M AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Claritev Corp (CTEV) stake by 4,740% in Q1 2026, buying an estimated $37.2K and bringing the position to 1,694 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4223.

Carson Wealth (CWM LLC) first reported a position in CTEV in Q4 2022 and has held it in 8 quarters since. 94 funds tracked by Wall St. Rank hold CTEV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,694 shares of Claritev Corp worth $27.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,659 Claritev Corp shares in Q1 2026, an estimated $37.2K.
  • Claritev Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4223 holding.
  • Carson Wealth (CWM LLC) first reported a position in Claritev Corp in Q4 2022 and has held it in 8 quarters since.
  • 94 funds tracked by Wall St. Rank held Claritev Corp as of Q1 2026.

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