Carson Wealth (CWM LLC)
ENVX icon

Carson Wealth (CWM LLC)’s Enovix ENVX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.3K Buy
8,163
+2,082
+34% +$13K ﹤0.01% 3931
2025
Q4 		$44K Buy
6,081
+2,969
+95% +$28.8K ﹤0.01% 3691
2025
Q3 		$31K Sell
3,112
-917
-23% -$10.1K ﹤0.01% 3857
2025
Q2 		$36K Sell
4,029
-289
-7% -$1.89K ﹤0.01% 3504
2025
Q1 		$28K Buy
4,318
+1,621
+60% +$14.4K ﹤0.01% 3438
2024
Q4 		$26K Buy
2,697
+418
+18% +$3.67K ﹤0.01% 3259
2024
Q3 		$19K Buy
2,279
+981
+76% +$10.2K ﹤0.01% 3383
2024
Q2 		$18K Buy
1,298
+625
+93% +$5.23K ﹤0.01% 3175
2024
Q1 		$5K Sell
673
-753
-53% -$6.54K ﹤0.01% 3645
2023
Q4 		$16K Buy
1,426
+45
+3% +$442 ﹤0.01% 2901
2023
Q3 		$15K Buy
1,381
+581
+73% +$8.3K ﹤0.01% 2867
2023
Q2 		$13K Hold
800
– – ﹤0.01% 2914
2023
Q1 		$10K Buy
800
+743
+1,304% +$6.1K ﹤0.01% 2938
2022
Q4 		$1K Buy
57
+28
+97% +$344 ﹤0.01% 3738
2022
Q3 		$0 Hold
29
– – ﹤0.01% 3980
2022
Q2 		$0 Buy
+29
New +$273 ﹤0.01% 3870

Other funds holding ENVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Enovix (ENVX) stake by 34% in Q1 2026, buying an estimated $13K and bringing the position to 8,163 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3931.

Carson Wealth (CWM LLC) first reported a position in ENVX in Q2 2022 and has held it in 16 quarters since. The position peaked at $44K in Q4 2025. 306 funds tracked by Wall St. Rank hold ENVX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,163 shares of Enovix worth $42.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,082 Enovix shares in Q1 2026, an estimated $13K.
  • Enovix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3931 holding.
  • Carson Wealth (CWM LLC) first reported a position in Enovix in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Enovix position peaked at $44K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Enovix as of Q1 2026.

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