Carson Wealth (CWM LLC)
NVRI icon

Carson Wealth (CWM LLC)’s Enviri NVRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
5,385
+237
+5% +$4.4K ﹤0.01% 3218
2025
Q4 		$92K Buy
5,148
+56
+1% +$835 ﹤0.01% 3130
2025
Q3 		$65K Buy
5,092
+199
+4% +$2.06K ﹤0.01% 3317
2025
Q2 		$42K Buy
4,893
+3,418
+232% +$25K ﹤0.01% 3420
2025
Q1 		$10K Buy
1,475
+151
+11% +$1.19K ﹤0.01% 4113
2024
Q4 		$10K Sell
1,324
-4,338
-77% -$36.2K ﹤0.01% 3883
2024
Q3 		$59K Buy
5,662
+1,532
+37% +$16.1K ﹤0.01% 2570
2024
Q2 		$36K Buy
4,130
+2,392
+138% +$19.9K ﹤0.01% 2703
2024
Q1 		$16K Buy
1,738
+13
+0.8% +$109 ﹤0.01% 3045
2023
Q4 		$16K Sell
1,725
-148
-8% -$1.01K ﹤0.01% 2916
2023
Q3 		$14K Buy
1,873
+400
+27% +$3.23K ﹤0.01% 2935
2023
Q2 		$15K Hold
1,473
– – ﹤0.01% 2826
2023
Q1 		$10K Hold
1,473
– – ﹤0.01% 2957
2022
Q4 		$9K Buy
1,473
+277
+23% +$1.65K ﹤0.01% 2871
2022
Q3 		$4K Buy
1,196
+196
+20% +$1.09K ﹤0.01% 3194
2022
Q2 		$7K Sell
1,000
-72
-7% -$649 ﹤0.01% 2815
2022
Q1 		$13K Sell
1,072
-136
-11% -$2K ﹤0.01% 2331
2021
Q4 		$20K Buy
+1,208
New +$19.5K ﹤0.01% 1993
2021
Q2 		$20K Hold
1,000
– – ﹤0.01% 1797
2021
Q1 		$20K Hold
1,000
– – ﹤0.01% 1797
2020
Q4 		$20K Hold
1,000
– – ﹤0.01% 1797
2020
Q3 		$20K Hold
1,000
– – ﹤0.01% 1797
2020
Q2 		$20K Hold
1,000
– – ﹤0.01% 1796
2020
Q1 		$20K Hold
1,000
– – ﹤0.01% 1796
2019
Q4 		$20K Hold
1,000
– – ﹤0.01% 1796
2019
Q3 		$20K Hold
1,000
– – ﹤0.01% 1796
2019
Q2 		$20K Hold
1,000
– – ﹤0.01% 1796
2019
Q1 		$20K Buy
+1,000
New +$21.5K ﹤0.01% 1795
2017
Q1 		– Sell
-178
Closed -$2K – 1267
2016
Q4 		$2K Buy
+178
New +$2.14K ﹤0.01% 996

Other funds holding NVRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Enviri (NVRI) stake by 4.6% in Q1 2026, buying an estimated $4.4K and bringing the position to 5,385 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Carson Wealth (CWM LLC) first reported a position in NVRI in Q4 2016 and has held it in 29 quarters since. 222 funds tracked by Wall St. Rank hold NVRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,385 shares of Enviri worth $106K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 237 Enviri shares in Q1 2026, an estimated $4.4K.
  • Enviri made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3218 holding.
  • Carson Wealth (CWM LLC) first reported a position in Enviri in Q4 2016 and has held it in 29 quarters since.
  • 222 funds tracked by Wall St. Rank held Enviri as of Q1 2026.

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