Carson Wealth (CWM LLC)
ELA icon

Carson Wealth (CWM LLC)’s Envela ELA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ELA Stock Details ELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.21K Buy
313
+41
+15% +$564 ﹤0.01% 5011
2025
Q4 		$4K Buy
272
+130
+92% +$1.36K ﹤0.01% 4881
2025
Q3 		$1K Buy
+142
New +$961 ﹤0.01% 5105
2024
Q3 		– Sell
-101
Closed – – 4898
2024
Q2 		$0 Buy
101
+99
+4,950% +$451 ﹤0.01% 4668
2024
Q1 		$0 Buy
+2
New +$9 ﹤0.01% 4421

Other funds holding ELA

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Envela (ELA) stake by 15% in Q1 2026, buying an estimated $564 and bringing the position to 313 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #5011.

Carson Wealth (CWM LLC) first reported a position in ELA in Q1 2024 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold ELA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 313 shares of Envela worth $5.21K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 41 Envela shares in Q1 2026, an estimated $564.
  • Envela made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5011 holding.
  • Carson Wealth (CWM LLC) first reported a position in Envela in Q1 2024 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Envela as of Q1 2026.

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