Carson Wealth (CWM LLC)
KNF icon

Carson Wealth (CWM LLC)’s Knife River KNF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Sell
3,402
-171
-5% -$13.8K ﹤0.01% 2438
2025
Q4 		$251K Sell
3,573
-18
-0.5% -$1.26K ﹤0.01% 2379
2025
Q3 		$276K Sell
3,591
-1,877
-34% -$153K ﹤0.01% 2197
2025
Q2 		$446K Sell
5,468
-1,892
-26% -$172K ﹤0.01% 1642
2025
Q1 		$664K Buy
7,360
+640
+10% +$62.3K ﹤0.01% 1344
2024
Q4 		$683K Buy
6,720
+850
+14% +$83.1K ﹤0.01% 1264
2024
Q3 		$525K Buy
5,870
+2,049
+54% +$160K ﹤0.01% 1298
2024
Q2 		$268K Sell
3,821
-3,160
-45% -$236K ﹤0.01% 1444
2024
Q1 		$566K Buy
6,981
+3,853
+123% +$270K ﹤0.01% 1086
2023
Q4 		$207K Buy
3,128
+1,142
+58% +$65K ﹤0.01% 1415
2023
Q3 		$97K Buy
1,986
+313
+19% +$14.9K ﹤0.01% 1645
2023
Q2 		$73K Buy
+1,673
New +$71K ﹤0.01% 1746

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Knife River (KNF) stake by 4.8% in Q1 2026, selling an estimated $13.8K and leaving 3,402 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Carson Wealth (CWM LLC) first reported a position in KNF in Q2 2023 and has held it in 12 quarters since. The position peaked at $683K in Q4 2024. 387 funds tracked by Wall St. Rank hold KNF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,402 shares of Knife River worth $278K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 171 Knife River shares in Q1 2026, an estimated $13.8K.
  • Knife River made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2438 holding.
  • Carson Wealth (CWM LLC) first reported a position in Knife River in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Knife River position peaked at $683K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held Knife River as of Q1 2026.

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