Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Red Violet RDVT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
6,495
+406
+7% +$17.9K ﹤0.01% 2635
2025
Q4 		$347K Buy
6,089
+50
+0.8% +$2.71K ﹤0.01% 2165
2025
Q3 		$316K Buy
6,039
+1,953
+48% +$92.6K ﹤0.01% 2086
2025
Q2 		$201K Sell
4,086
-13,554
-77% -$591K ﹤0.01% 2169
2025
Q1 		$663K Buy
17,640
+17,346
+5,900% +$653K ﹤0.01% 1346
2024
Q4 		$11K Buy
294
+197
+203% +$6.56K ﹤0.01% 3826
2024
Q3 		$3K Buy
97
+33
+52% +$895 ﹤0.01% 4310
2024
Q2 		$2K Buy
64
+20
+45% +$403 ﹤0.01% 4258
2024
Q1 		$1K Buy
+44
New +$807 ﹤0.01% 4200

Other funds holding RDVT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Red Violet (RDVT) stake by 6.7% in Q1 2026, buying an estimated $17.9K and bringing the position to 6,495 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Carson Wealth (CWM LLC) first reported a position in RDVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $663K in Q1 2025. 161 funds tracked by Wall St. Rank hold RDVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,495 shares of Red Violet worth $225K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 406 Red Violet shares in Q1 2026, an estimated $17.9K.
  • Red Violet made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2635 holding.
  • Carson Wealth (CWM LLC) first reported a position in Red Violet in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Red Violet position peaked at $663K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Red Violet as of Q1 2026.

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