Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s EverCommerce EVCM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.3K Buy
1,073
+37
+4% +$420 ﹤0.01% 4697
2025
Q4 		$13K Sell
1,036
-224
-18% -$2.38K ﹤0.01% 4412
2025
Q3 		$14K Buy
1,260
+463
+58% +$5.17K ﹤0.01% 4305
2025
Q2 		$8K Buy
797
+127
+19% +$1.28K ﹤0.01% 4392
2025
Q1 		$7K Buy
670
+248
+59% +$2.52K ﹤0.01% 4278
2024
Q4 		$5K Buy
422
+127
+43% +$1.42K ﹤0.01% 4190
2024
Q3 		$3K Buy
295
+7
+2% +$76 ﹤0.01% 4269
2024
Q2 		$3K Buy
288
+37
+15% +$357 ﹤0.01% 4062
2024
Q1 		$2K Buy
251
+11
+5% +$107 ﹤0.01% 3969
2023
Q4 		$3K Hold
240
– – ﹤0.01% 3686
2023
Q3 		$2K Hold
240
– – ﹤0.01% 3791
2023
Q2 		$3K Hold
240
– – ﹤0.01% 3629
2023
Q1 		$3K Hold
240
– – ﹤0.01% 3489
2022
Q4 		$2K Buy
+240
New +$1.83K ﹤0.01% 3537

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its EverCommerce (EVCM) stake by 3.6% in Q1 2026, buying an estimated $420 and bringing the position to 1,073 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4697.

Carson Wealth (CWM LLC) first reported a position in EVCM in Q4 2022 and has held it in 14 quarters since. The position peaked at $14K in Q3 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,073 shares of EverCommerce worth $12.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 37 EverCommerce shares in Q1 2026, an estimated $420.
  • EverCommerce made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4697 holding.
  • Carson Wealth (CWM LLC) first reported a position in EverCommerce in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s EverCommerce position peaked at $14K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

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