Carson Wealth (CWM LLC)
MOV icon

Carson Wealth (CWM LLC)’s Movado Group MOV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MOV Stock Details MOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Buy
9,131
+5,585
+158% +$132K ﹤0.01% 2646
2025
Q4 		$73K Buy
3,546
+228
+7% +$4.45K ﹤0.01% 3316
2025
Q3 		$63K Buy
3,318
+730
+28% +$12.7K ﹤0.01% 3333
2025
Q2 		$39K Buy
2,588
+862
+50% +$13.2K ﹤0.01% 3465
2025
Q1 		$29K Buy
1,726
+304
+21% +$5.76K ﹤0.01% 3417
2024
Q4 		$28K Buy
1,422
+1,269
+829% +$24.9K ﹤0.01% 3227
2024
Q3 		$3K Buy
153
+5
+3% +$115 ﹤0.01% 4295
2024
Q2 		$4K Buy
148
+143
+2,860% +$3.74K ﹤0.01% 3979
2024
Q1 		$0 Sell
5
-5
-50% -$140 ﹤0.01% 4577
2023
Q4 		$0 Hold
10
– – ﹤0.01% 4380
2023
Q3 		$0 Hold
10
– – ﹤0.01% 4396
2023
Q2 		$0 Sell
10
-19
-66% -$497 ﹤0.01% 4360
2023
Q1 		$1K Hold
29
– – ﹤0.01% 3875
2022
Q4 		$1K Buy
29
+5
+21% +$160 ﹤0.01% 3790
2022
Q3 		$1K Buy
+24
New +$787 ﹤0.01% 3701
2019
Q1 		– Sell
-9
Closed – – 3161
2018
Q4 		$0 Hold
9
– – ﹤0.01% 2193
2018
Q3 		$0 Hold
9
– – ﹤0.01% 1933
2018
Q2 		$0 Hold
9
– – ﹤0.01% 1741
2018
Q1 		$0 Hold
9
– – ﹤0.01% 1492
2017
Q4 		$0 Hold
9
– – ﹤0.01% 1533
2017
Q3 		$0 Hold
9
– – ﹤0.01% 1528
2017
Q2 		$0 Hold
9
– – ﹤0.01% 1263
2017
Q1 		$0 Buy
+9
New +$228 ﹤0.01% 1255

Other funds holding MOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Movado Group (MOV) stake by 158% in Q1 2026, buying an estimated $132K and bringing the position to 9,131 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Carson Wealth (CWM LLC) first reported a position in MOV in Q1 2017 and has held it in 23 quarters since. 164 funds tracked by Wall St. Rank hold MOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,131 shares of Movado Group worth $223K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,585 Movado Group shares in Q1 2026, an estimated $132K.
  • Movado Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2646 holding.
  • Carson Wealth (CWM LLC) first reported a position in Movado Group in Q1 2017 and has held it in 23 quarters since.
  • 164 funds tracked by Wall St. Rank held Movado Group as of Q1 2026.

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