CA
CVLG icon

Clearstead Advisors’s Covenant Logistics CVLG Stock Holding History

Clearstead Advisors’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310 Buy
+7
New +$255 ﹤0.01% 3063
2025
Q1 		– Sell
-176
Closed -$4.8K – 2226
2024
Q4 		$4.8K Buy
176
+62
+54% +$1.71K ﹤0.01% 1726
2024
Q3 		$3.01K Buy
+114
New +$2.95K ﹤0.01% 1785

Other funds holding CVLG

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Clearstead Advisors's CVLG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Covenant Logistics (CVLG) in Q2 2026: 7 shares worth $310. The stake represents ﹤0.01% of the portfolio and ranks #3063 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CVLG as recently as Q4 2024.

Clearstead Advisors first reported a position in CVLG in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.8K in Q4 2024. 184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

  • Clearstead Advisors held 7 shares of Covenant Logistics worth $310 as of Q2 2026.
  • Covenant Logistics was a new Clearstead Advisors position in Q2 2026.
  • Covenant Logistics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3063 holding.
  • Clearstead Advisors first reported a position in Covenant Logistics in Q3 2024 and has held it in 3 quarters since.
  • Clearstead Advisors's Covenant Logistics position peaked at $4.8K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.