Carson Wealth (CWM LLC)
EVEX icon

Carson Wealth (CWM LLC)’s Eve Holding EVEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$125K Buy
50,589
+44,676
+756% +$153K ﹤0.01% 3080
2025
Q4 		$24K Buy
5,913
+2,044
+53% +$8.99K ﹤0.01% 4063
2025
Q3 		$15K Sell
3,869
-2,045
-35% -$10.9K ﹤0.01% 4265
2025
Q2 		$41K Buy
5,914
+1,057
+22% +$4.71K ﹤0.01% 3429
2025
Q1 		$16K Buy
4,857
+1,577
+48% +$6.81K ﹤0.01% 3826
2024
Q4 		$18K Buy
3,280
+988
+43% +$3.71K ﹤0.01% 3508
2024
Q3 		$7K Buy
2,292
+2,159
+1,623% +$6.53K ﹤0.01% 3935
2024
Q2 		$1K Buy
133
+114
+600% +$574 ﹤0.01% 4375
2024
Q1 		$0 Buy
+19
New +$116 ﹤0.01% 4434

Other funds holding EVEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $211M AUM
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Eve Holding (EVEX) stake by 756% in Q1 2026, buying an estimated $153K and bringing the position to 50,589 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

Carson Wealth (CWM LLC) first reported a position in EVEX in Q1 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold EVEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 50,589 shares of Eve Holding worth $125K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 44,676 Eve Holding shares in Q1 2026, an estimated $153K.
  • Eve Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3080 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eve Holding in Q1 2024 and has held it in 9 quarters since.
  • 142 funds tracked by Wall St. Rank held Eve Holding as of Q1 2026.

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