MPWM Advisory Solutions’s Covenant Logistics CVLG Stock Holding History

MPWM Advisory Solutions’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	$8.84K	Hold	200	–	–	﹤0.01%	367
2026 Q1	$5.43K	Hold	200	–	–	﹤0.01%	395
2025 Q4	$4.41K	Hold	200	–	–	﹤0.01%	391
2025 Q3	$4.33K	Hold	200	–	–	﹤0.01%	360
2025 Q2	$4.82K	Hold	200	–	–	﹤0.01%	359
2025 Q1	$4.44K	Buy	+200	New	+$5.15K	﹤0.01%	382

Other funds holding CVLG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

MPWM Advisory Solutions's CVLG Position: Q2 2026 in Review

MPWM Advisory Solutions held its Covenant Logistics (CVLG) position steady in Q2 2026 at 200 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

MPWM Advisory Solutions first reported a position in CVLG in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

MPWM Advisory Solutions held 200 shares of Covenant Logistics worth $8.84K as of Q2 2026.
MPWM Advisory Solutions left its Covenant Logistics share count unchanged in Q2 2026.
Covenant Logistics made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #367 holding.
MPWM Advisory Solutions first reported a position in Covenant Logistics in Q1 2025 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.