Carson Wealth (CWM LLC)
FTK icon

Carson Wealth (CWM LLC)’s Flotek Industries FTK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTK Stock Details FTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$798 Buy
47
+30
+176% +$515 ﹤0.01% 5428
2025
Q4 		$0 Buy
17
+4
+31% +$63 ﹤0.01% 5452
2025
Q3 		$0 Buy
+13
New +$164 ﹤0.01% 5366

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DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Flotek Industries (FTK) stake by 176% in Q1 2026, buying an estimated $515 and bringing the position to 47 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #5428.

Carson Wealth (CWM LLC) first reported a position in FTK in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold FTK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47 shares of Flotek Industries worth $798 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 30 Flotek Industries shares in Q1 2026, an estimated $515.
  • Flotek Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5428 holding.
  • Carson Wealth (CWM LLC) first reported a position in Flotek Industries in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Flotek Industries as of Q1 2026.

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