Carson Wealth (CWM LLC)
LOVE

Carson Wealth (CWM LLC)’s LoveSac LOVE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOVE Stock Details LOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41K Buy
231
+136
+143% +$1.8K ﹤0.01% 5151
2025
Q4 		$1K Sell
95
-228
-71% -$3.22K ﹤0.01% 5247
2025
Q3 		$5K Sell
323
-1,087
-77% -$20.2K ﹤0.01% 4739
2025
Q2 		$26K Buy
1,410
+227
+19% +$4.31K ﹤0.01% 3741
2025
Q1 		$22K Sell
1,183
-446
-27% -$9.77K ﹤0.01% 3607
2024
Q4 		$39K Buy
1,629
+761
+88% +$22.8K ﹤0.01% 2976
2024
Q3 		$25K Sell
868
-244
-22% -$6.1K ﹤0.01% 3227
2024
Q2 		$25K Sell
1,112
-149
-12% -$3.6K ﹤0.01% 2971
2024
Q1 		$28K Buy
1,261
+1,019
+421% +$23.7K ﹤0.01% 2677
2023
Q4 		$6K Sell
242
-246
-50% -$4.93K ﹤0.01% 3442
2023
Q3 		$10K Buy
488
+324
+198% +$7.99K ﹤0.01% 3138
2023
Q2 		$4K Buy
164
+5
+3% +$128 ﹤0.01% 3539
2023
Q1 		$5K Sell
159
-93
-37% -$2.46K ﹤0.01% 3303
2022
Q4 		$6K Buy
252
+162
+180% +$3.63K ﹤0.01% 3088
2022
Q3 		$2K Sell
90
-272
-75% -$8.35K ﹤0.01% 3488
2022
Q2 		$10K Buy
362
+345
+2,029% +$13.4K ﹤0.01% 2588
2022
Q1 		$1K Buy
+17
New +$815 ﹤0.01% 3371

Other funds holding LOVE

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its LoveSac (LOVE) stake by 143% in Q1 2026, buying an estimated $1.8K and bringing the position to 231 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #5151.

Carson Wealth (CWM LLC) first reported a position in LOVE in Q1 2022 and has held it in 17 quarters since. The position peaked at $39K in Q4 2024. 109 funds tracked by Wall St. Rank hold LOVE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 231 shares of LoveSac worth $3.41K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 136 LoveSac shares in Q1 2026, an estimated $1.8K.
  • LoveSac made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5151 holding.
  • Carson Wealth (CWM LLC) first reported a position in LoveSac in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s LoveSac position peaked at $39K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held LoveSac as of Q1 2026.

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