Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Evolv Technologies EVLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62K Buy
10,253
+7,310
+248% +$42.8K ﹤0.01% 3646
2025
Q4 		$21K Buy
2,943
+1,792
+156% +$12.7K ﹤0.01% 4140
2025
Q3 		$9K Buy
1,151
+111
+11% +$810 ﹤0.01% 4517
2025
Q2 		$6K Buy
1,040
+274
+36% +$1.27K ﹤0.01% 4530
2025
Q1 		$2K Buy
766
+410
+115% +$1.44K ﹤0.01% 4745
2024
Q4 		$1K Sell
356
-90
-20% -$316 ﹤0.01% 4700
2024
Q3 		$2K Buy
446
+293
+192% +$1.02K ﹤0.01% 4382
2024
Q2 		$0 Sell
153
-40
-21% -$132 ﹤0.01% 4676
2024
Q1 		$1K Sell
193
-171
-47% -$739 ﹤0.01% 4131
2023
Q4 		$2K Buy
364
+262
+257% +$1.12K ﹤0.01% 3799
2023
Q3 		$0 Hold
102
– – ﹤0.01% 4270
2023
Q2 		$1K Hold
102
– – ﹤0.01% 3952
2023
Q1 		$0 Hold
102
– – ﹤0.01% 4134
2022
Q4 		$0 Buy
+102
New +$300 ﹤0.01% 4045
2022
Q1 		– Sell
-200
Closed -$1K – 3614
2021
Q4 		$1K Buy
+200
New +$1.12K ﹤0.01% 3291

Other funds holding EVLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SPCM
Stoic Point Capital Management Palo Alto, California $121M AUM
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Evolv Technologies (EVLV) stake by 248% in Q1 2026, buying an estimated $42.8K and bringing the position to 10,253 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Carson Wealth (CWM LLC) first reported a position in EVLV in Q4 2021 and has held it in 15 quarters since. 260 funds tracked by Wall St. Rank hold EVLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,253 shares of Evolv Technologies worth $62K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,310 Evolv Technologies shares in Q1 2026, an estimated $42.8K.
  • Evolv Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3646 holding.
  • Carson Wealth (CWM LLC) first reported a position in Evolv Technologies in Q4 2021 and has held it in 15 quarters since.
  • 260 funds tracked by Wall St. Rank held Evolv Technologies as of Q1 2026.

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