Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vital Farms VITL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$162K Buy
11,481
+10,117
+742% +$239K ﹤0.01% 2901
2025
Q4 		$44K Sell
1,364
-352
-21% -$12.4K ﹤0.01% 3702
2025
Q3 		$71K Buy
1,716
+85
+5% +$3.69K ﹤0.01% 3242
2025
Q2 		$63K Sell
1,631
-523
-24% -$17.7K ﹤0.01% 3096
2025
Q1 		$66K Buy
2,154
+650
+43% +$23.4K ﹤0.01% 2748
2024
Q4 		$57K Buy
1,504
+704
+88% +$25K ﹤0.01% 2710
2024
Q3 		$28K Sell
800
-257
-24% -$9.08K ﹤0.01% 3161
2024
Q2 		$49K Buy
1,057
+655
+163% +$22.6K ﹤0.01% 2495
2024
Q1 		$9K Hold
402
– – ﹤0.01% 3425
2023
Q4 		$6K Sell
402
-50
-11% -$632 ﹤0.01% 3465
2023
Q3 		$5K Buy
452
+117
+35% +$1.35K ﹤0.01% 3506
2023
Q2 		$4K Hold
335
– – ﹤0.01% 3574
2023
Q1 		$5K Hold
335
– – ﹤0.01% 3332
2022
Q4 		$5K Hold
335
– – ﹤0.01% 3232
2022
Q3 		$4K Hold
335
– – ﹤0.01% 3230
2022
Q2 		$3K Buy
+335
New +$3.57K ﹤0.01% 3254
2021
Q2 		$0 Hold
5
– – ﹤0.01% 3014
2021
Q1 		$0 Hold
5
– – ﹤0.01% 3012
2020
Q4 		$0 Hold
5
– – ﹤0.01% 3010
2020
Q3 		$0 Buy
+5
New +$189 ﹤0.01% 3009

Other funds holding VITL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vital Farms (VITL) stake by 742% in Q1 2026, buying an estimated $239K and bringing the position to 11,481 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

Carson Wealth (CWM LLC) first reported a position in VITL in Q3 2020 and has held it in 20 quarters since. 266 funds tracked by Wall St. Rank hold VITL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,481 shares of Vital Farms worth $162K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,117 Vital Farms shares in Q1 2026, an estimated $239K.
  • Vital Farms made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2901 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vital Farms in Q3 2020 and has held it in 20 quarters since.
  • 266 funds tracked by Wall St. Rank held Vital Farms as of Q1 2026.

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