Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ascent Industries ACNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACNT Stock Details ACNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.6K Buy
2,300
+715
+45% +$11.1K ﹤0.01% 4149
2025
Q4 		$26K Buy
1,585
+635
+67% +$8.73K ﹤0.01% 4010
2025
Q3 		$12K Buy
+950
New +$12K ﹤0.01% 4379
2023
Q4 		– Sell
-5,625
Closed -$50K – 4094
2023
Q3 		$50K Hold
5,625
– – ﹤0.01% 2055
2023
Q2 		$51K Buy
+5,625
New +$53.5K ﹤0.01% 1967

Other funds holding ACNT

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ascent Industries (ACNT) stake by 45% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,300 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4149.

Carson Wealth (CWM LLC) first reported a position in ACNT in Q2 2023 and has held it in 5 quarters since. The position peaked at $51K in Q2 2023. 85 funds tracked by Wall St. Rank hold ACNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,300 shares of Ascent Industries worth $30.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 715 Ascent Industries shares in Q1 2026, an estimated $11.1K.
  • Ascent Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4149 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ascent Industries in Q2 2023 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Ascent Industries position peaked at $51K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Ascent Industries as of Q1 2026.

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