Carson Wealth (CWM LLC)
UVV icon

Carson Wealth (CWM LLC)’s Universal Corp UVV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.6K Sell
1,283
-547
-30% -$29.4K ﹤0.01% 3581
2025
Q4 		$97K Buy
1,830
+308
+20% +$16.4K ﹤0.01% 3095
2025
Q3 		$85K Buy
1,522
+374
+33% +$20.7K ﹤0.01% 3110
2025
Q2 		$67K Buy
1,148
+38
+3% +$2.19K ﹤0.01% 3051
2025
Q1 		$62K Buy
1,110
+73
+7% +$3.89K ﹤0.01% 2801
2024
Q4 		$57K Buy
1,037
+324
+45% +$17.4K ﹤0.01% 2709
2024
Q3 		$38K Buy
713
+144
+25% +$7.44K ﹤0.01% 2921
2024
Q2 		$27K Sell
569
-128
-18% -$6.38K ﹤0.01% 2928
2024
Q1 		$36K Buy
697
+42
+6% +$2.29K ﹤0.01% 2526
2023
Q4 		$44K Buy
655
+274
+72% +$14.7K ﹤0.01% 2259
2023
Q3 		$18K Buy
381
+264
+226% +$12.8K ﹤0.01% 2765
2023
Q2 		$6K Buy
117
+1
+0.9% +$53 ﹤0.01% 3390
2023
Q1 		$6K Buy
116
+67
+137% +$3.52K ﹤0.01% 3243
2022
Q4 		$3K Buy
49
+21
+75% +$1.09K ﹤0.01% 3463
2022
Q3 		$1K Sell
28
-124
-82% -$6.49K ﹤0.01% 3786
2022
Q2 		$9K Buy
152
+37
+32% +$2.21K ﹤0.01% 2670
2022
Q1 		$7K Buy
115
+110
+2,200% +$6.06K ﹤0.01% 2706
2021
Q4 		$0 Buy
+5
New +$249 ﹤0.01% 3656

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Universal Corp (UVV) stake by 30% in Q1 2026, selling an estimated $29.4K and leaving 1,283 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

Carson Wealth (CWM LLC) first reported a position in UVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $97K in Q4 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,283 shares of Universal Corp worth $67.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 547 Universal Corp shares in Q1 2026, an estimated $29.4K.
  • Universal Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3581 holding.
  • Carson Wealth (CWM LLC) first reported a position in Universal Corp in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Universal Corp position peaked at $97K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

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