Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s DNOW Inc DNOW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DNOW Stock Details DNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24K Sell
2,019
-2,970
-60% -$40.2K ﹤0.01% 4306
2025
Q4 		$66K Sell
4,989
-323
-6% -$4.54K ﹤0.01% 3395
2025
Q3 		$81K Buy
5,312
+699
+15% +$10.6K ﹤0.01% 3145
2025
Q2 		$68K Sell
4,613
-2,113
-31% -$32.3K ﹤0.01% 3025
2025
Q1 		$115K Buy
6,726
+3,539
+111% +$53.6K ﹤0.01% 2314
2024
Q4 		$41K Sell
3,187
-1,065
-25% -$14.4K ﹤0.01% 2946
2024
Q3 		$55K Sell
4,252
-2,515
-37% -$33.2K ﹤0.01% 2614
2024
Q2 		$93K Buy
6,767
+4,004
+145% +$57K ﹤0.01% 2013
2024
Q1 		$42K Buy
2,763
+1,557
+129% +$18.8K ﹤0.01% 2411
2023
Q4 		$14K Sell
1,206
-335
-22% -$3.67K ﹤0.01% 2979
2023
Q3 		$18K Buy
1,541
+89
+6% +$994 ﹤0.01% 2737
2023
Q2 		$15K Buy
1,452
+216
+17% +$2.17K ﹤0.01% 2807
2023
Q1 		$14K Sell
1,236
-204
-14% -$2.55K ﹤0.01% 2732
2022
Q4 		$18K Buy
1,440
+35
+2% +$424 ﹤0.01% 2439
2022
Q3 		$14K Buy
1,405
+299
+27% +$3.23K ﹤0.01% 2458
2022
Q2 		$11K Hold
1,106
– – ﹤0.01% 2517
2022
Q1 		$12K Hold
1,106
– – ﹤0.01% 2365
2021
Q4 		$9K Buy
+1,106
New +$9.59K ﹤0.01% 2400
2021
Q2 		$2K Hold
259
– – ﹤0.01% 2637
2021
Q1 		$2K Hold
259
– – ﹤0.01% 2637
2020
Q4 		$2K Hold
259
– – ﹤0.01% 2636
2020
Q3 		$2K Hold
259
– – ﹤0.01% 2635
2020
Q2 		$2K Hold
259
– – ﹤0.01% 2634
2020
Q1 		$2K Hold
259
– – ﹤0.01% 2634
2019
Q4 		$2K Hold
259
– – ﹤0.01% 2634
2019
Q3 		$2K Hold
259
– – ﹤0.01% 2634
2019
Q2 		$2K Hold
259
– – ﹤0.01% 2634
2019
Q1 		$2K Sell
259
-43,396
-99% -$603K ﹤0.01% 2633
2018
Q4 		$508K Sell
43,655
-5,415
-11% -$75.7K 0.01% 453
2018
Q3 		$812K Buy
49,070
+2,653
+6% +$42.1K 0.02% 336
2018
Q2 		$619K Buy
46,417
+3,518
+8% +$46.4K 0.02% 319
2018
Q1 		$438K Buy
42,899
+13,803
+47% +$151K 0.02% 293
2017
Q4 		$321K Sell
29,096
-6,494
-18% -$74.2K 0.01% 302
2017
Q3 		$492K Buy
35,590
+1,117
+3% +$15.2K 0.02% 252
2017
Q2 		$554K Buy
34,473
+2,673
+8% +$45.5K 0.03% 235
2017
Q1 		$539K Buy
31,800
+2,860
+10% +$56.3K 0.03% 226
2016
Q4 		$592K Buy
28,940
+1,778
+7% +$37.7K 0.04% 206
2016
Q3 		$582K Buy
27,162
+698
+3% +$14K 0.04% 197
2016
Q2 		$480K Sell
26,464
-1,251
-5% -$22K 0.04% 205
2016
Q1 		$491K Buy
27,715
+9,796
+55% +$151K 0.04% 186
2015
Q4 		$283K Buy
17,919
+6,008
+50% +$103K 0.03% 205
2015
Q3 		$176K Buy
+11,911
New +$207K 0.02% 216

Other funds holding DNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its DNOW Inc (DNOW) stake by 60% in Q1 2026, selling an estimated $40.2K and leaving 2,019 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #4306.

Carson Wealth (CWM LLC) first reported a position in DNOW in Q3 2015 and has held it in 42 quarters since. The position peaked at $812K in Q3 2018. 319 funds tracked by Wall St. Rank hold DNOW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,019 shares of DNOW Inc worth $24K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,970 DNOW Inc shares in Q1 2026, an estimated $40.2K.
  • DNOW Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4306 holding.
  • Carson Wealth (CWM LLC) first reported a position in DNOW Inc in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s DNOW Inc position peaked at $812K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held DNOW Inc as of Q1 2026.

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