Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Covenant Logistics CVLG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$20K Buy
738
+364
+97% +$9.78K ﹤0.01% 4417
2025
Q4 		$8K Sell
374
-265
-41% -$5.55K ﹤0.01% 4626
2025
Q3 		$14K Buy
639
+103
+19% +$2.46K ﹤0.01% 4300
2025
Q2 		$13K Sell
536
-249
-32% -$5.39K ﹤0.01% 4150
2025
Q1 		$17K Sell
785
-303
-28% -$7.8K ﹤0.01% 3789
2024
Q4 		$30K Sell
1,088
-98
-8% -$2.69K ﹤0.01% 3167
2024
Q3 		$31K Buy
1,186
+114
+11% +$2.95K ﹤0.01% 3069
2024
Q2 		$26K Buy
1,072
+1,028
+2,336% +$23.9K ﹤0.01% 2938
2024
Q1 		$1K Buy
44
+4
+10% +$96 ﹤0.01% 4109
2023
Q4 		$1K Sell
40
-58
-59% -$1.24K ﹤0.01% 3928
2023
Q3 		$2K Sell
98
-4
-4% -$97 ﹤0.01% 3779
2023
Q2 		$2K Buy
102
+38
+59% +$734 ﹤0.01% 3772
2023
Q1 		$1K Buy
64
+4
+7% +$69 ﹤0.01% 3803
2022
Q4 		$1K Buy
+60
New +$1.07K ﹤0.01% 3721

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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 CVLG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Covenant Logistics (CVLG) stake by 97% in Q1 2026, buying an estimated $9.78K and bringing the position to 738 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #4417.

Carson Wealth (CWM LLC) first reported a position in CVLG in Q4 2022 and has held it in 14 quarters since. The position peaked at $31K in Q3 2024. 172 funds tracked by Wall St. Rank hold CVLG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 738 shares of Covenant Logistics worth $20K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 364 Covenant Logistics shares in Q1 2026, an estimated $9.78K.
  • Covenant Logistics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4417 holding.
  • Carson Wealth (CWM LLC) first reported a position in Covenant Logistics in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Covenant Logistics position peaked at $31K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Covenant Logistics as of Q1 2026.

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