Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ecovyst ECVT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.7K Buy
6,355
+195
+3% +$2.2K ﹤0.01% 3435
2025
Q4 		$60K Sell
6,160
-2,518
-29% -$22K ﹤0.01% 3459
2025
Q3 		$76K Buy
8,678
+2,732
+46% +$24.1K ﹤0.01% 3190
2025
Q2 		$49K Buy
5,946
+2,298
+63% +$16.1K ﹤0.01% 3293
2025
Q1 		$23K Sell
3,648
-793
-18% -$5.87K ﹤0.01% 3561
2024
Q4 		$34K Buy
4,441
+1,255
+39% +$9.27K ﹤0.01% 3078
2024
Q3 		$22K Sell
3,186
-886
-22% -$6.75K ﹤0.01% 3293
2024
Q2 		$37K Buy
4,072
+4,014
+6,921% +$38.8K ﹤0.01% 2672
2024
Q1 		$1K Buy
+58
New +$549 ﹤0.01% 4118
2023
Q4 		– Sell
-139
Closed -$1K – 4226
2023
Q3 		$1K Buy
+139
New +$1.49K ﹤0.01% 3963
2023
Q1 		– Sell
-46
Closed – – 4123
2022
Q4 		$0 Hold
46
– – ﹤0.01% 4034
2022
Q3 		$0 Buy
46
+22
+92% +$209 ﹤0.01% 3972
2022
Q2 		$0 Sell
24
-107
-82% -$1.11K ﹤0.01% 3862
2022
Q1 		$2K Buy
+131
New +$1.37K ﹤0.01% 3156

Other funds holding ECVT

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ecovyst (ECVT) stake by 3.2% in Q1 2026, buying an estimated $2.2K and bringing the position to 6,355 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

Carson Wealth (CWM LLC) first reported a position in ECVT in Q1 2022 and has held it in 14 quarters since. 197 funds tracked by Wall St. Rank hold ECVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,355 shares of Ecovyst worth $81.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 195 Ecovyst shares in Q1 2026, an estimated $2.2K.
  • Ecovyst made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3435 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ecovyst in Q1 2022 and has held it in 14 quarters since.
  • 197 funds tracked by Wall St. Rank held Ecovyst as of Q1 2026.

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