Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s EverQuote EVER Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Sell
19,009
-9,617
-34% -$182K ﹤0.01% 2398
2025
Q4 		$773K Sell
28,626
-10,552
-27% -$256K ﹤0.01% 1655
2025
Q3 		$896K Buy
39,178
+11,824
+43% +$286K ﹤0.01% 1481
2025
Q2 		$661K Buy
27,354
+14,653
+115% +$347K ﹤0.01% 1468
2025
Q1 		$333K Buy
12,701
+7,038
+124% +$161K ﹤0.01% 1616
2024
Q4 		$113K Buy
5,663
+1,141
+25% +$21.5K ﹤0.01% 2202
2024
Q3 		$95K Buy
4,522
+2,661
+143% +$60.8K ﹤0.01% 2222
2024
Q2 		$39K Buy
1,861
+1,063
+133% +$22.5K ﹤0.01% 2633
2024
Q1 		$15K Buy
798
+409
+105% +$6.01K ﹤0.01% 3084
2023
Q4 		$5K Hold
389
– – ﹤0.01% 3499
2023
Q3 		$3K Buy
389
+364
+1,456% +$2.37K ﹤0.01% 3657
2023
Q2 		$0 Hold
25
– – ﹤0.01% 4244
2023
Q1 		$0 Hold
25
– – ﹤0.01% 4133
2022
Q4 		$0 Buy
+25
New +$235 ﹤0.01% 4044

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its EverQuote (EVER) stake by 34% in Q1 2026, selling an estimated $182K and leaving 19,009 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Carson Wealth (CWM LLC) first reported a position in EVER in Q4 2022 and has held it in 14 quarters since. The position peaked at $896K in Q3 2025. 226 funds tracked by Wall St. Rank hold EVER as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,009 shares of EverQuote worth $293K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,617 EverQuote shares in Q1 2026, an estimated $182K.
  • EverQuote made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2398 holding.
  • Carson Wealth (CWM LLC) first reported a position in EverQuote in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s EverQuote position peaked at $896K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held EverQuote as of Q1 2026.

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