Carson Wealth (CWM LLC)
EYE icon

Carson Wealth (CWM LLC)’s National Vision EYE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$388K Sell
14,974
-591
-4% -$16.1K ﹤0.01% 2205
2025
Q4 		$402K Buy
15,565
+507
+3% +$13.6K ﹤0.01% 2056
2025
Q3 		$440K Buy
15,058
+2,708
+22% +$66.5K ﹤0.01% 1873
2025
Q2 		$284K Buy
12,350
+856
+7% +$14.6K ﹤0.01% 1901
2025
Q1 		$147K Buy
11,494
+4,362
+61% +$51.6K ﹤0.01% 2113
2024
Q4 		$74K Sell
7,132
-957
-12% -$10.5K ﹤0.01% 2484
2024
Q3 		$88K Buy
8,089
+5,372
+198% +$62.7K ﹤0.01% 2283
2024
Q2 		$36K Buy
2,717
+841
+45% +$13.8K ﹤0.01% 2698
2024
Q1 		$42K Buy
1,876
+7
+0.4% +$148 ﹤0.01% 2413
2023
Q4 		$39K Sell
1,869
-192
-9% -$3.41K ﹤0.01% 2326
2023
Q3 		$33K Sell
2,061
-1,249
-38% -$25K ﹤0.01% 2336
2023
Q2 		$80K Buy
3,310
+279
+9% +$6.49K ﹤0.01% 1685
2023
Q1 		$57K Sell
3,031
-1,852
-38% -$60.3K ﹤0.01% 1784
2022
Q4 		$189K Sell
4,883
-854
-15% -$32K ﹤0.01% 1117
2022
Q3 		$187K Sell
5,737
-712
-11% -$23.1K ﹤0.01% 1084
2022
Q2 		$177K Sell
6,449
-165,875
-96% -$5.47M ﹤0.01% 1087
2022
Q1 		$7.51M Sell
172,324
-24,536
-12% -$995K 0.05% 245
2021
Q4 		$9.45M Buy
+196,860
New +$10.5M 0.07% 219
2021
Q2 		$10.4M Hold
204,391
– – 0.08% 196
2021
Q1 		$10.4M Hold
204,391
– – 0.08% 196
2020
Q4 		$10.4M Hold
204,391
– – 0.08% 196
2020
Q3 		$10.4M Hold
204,391
– – 0.08% 196
2020
Q2 		$10.4M Hold
204,391
– – 0.08% 196
2020
Q1 		$10.4M Hold
204,391
– – 0.08% 196
2019
Q4 		$10.4M Hold
204,391
– – 0.08% 196
2019
Q3 		$10.4M Hold
204,391
– – 0.08% 196
2019
Q2 		$10.4M Hold
204,391
– – 0.08% 196
2019
Q1 		$10.4M Buy
204,391
+117,947
+136% +$3.71M 0.08% 196
2018
Q4 		$2.44M Buy
+86,444
New +$3.29M 0.06% 256

Other funds holding EYE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its National Vision (EYE) stake by 3.8% in Q1 2026, selling an estimated $16.1K and leaving 14,974 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Carson Wealth (CWM LLC) first reported a position in EYE in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.4M in Q2 2021. 257 funds tracked by Wall St. Rank hold EYE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,974 shares of National Vision worth $388K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 591 National Vision shares in Q1 2026, an estimated $16.1K.
  • National Vision made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2205 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Vision in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s National Vision position peaked at $10.4M in Q2 2021.
  • 257 funds tracked by Wall St. Rank held National Vision as of Q1 2026.

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