Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kinetik KNTK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.5K Buy
1,209
+465
+63% +$19.8K ﹤0.01% 3697
2025
Q4 		$27K Buy
744
+352
+90% +$12.7K ﹤0.01% 4001
2025
Q3 		$17K Sell
392
-240
-38% -$10.1K ﹤0.01% 4220
2025
Q2 		$28K Buy
632
+223
+55% +$9.79K ﹤0.01% 3690
2025
Q1 		$21K Sell
409
-3,509
-90% -$206K ﹤0.01% 3633
2024
Q4 		$222K Buy
3,918
+125
+3% +$6.76K ﹤0.01% 1764
2024
Q3 		$172K Buy
3,793
+3,615
+2,031% +$156K ﹤0.01% 1836
2024
Q2 		$7K Buy
178
+26
+17% +$1.03K ﹤0.01% 3716
2024
Q1 		$6K Hold
152
– – ﹤0.01% 3586
2023
Q4 		$5K Sell
152
-23
-13% -$804 ﹤0.01% 3517
2023
Q3 		$6K Buy
175
+23
+15% +$809 ﹤0.01% 3378
2023
Q2 		$5K Buy
+152
New +$4.82K ﹤0.01% 3447
2023
Q1 		– Sell
-117
Closed -$4K – 4203
2022
Q4 		$4K Buy
117
+112
+2,240% +$3.81K ﹤0.01% 3303
2022
Q3 		$0 Buy
5
+1
+25% +$37 ﹤0.01% 4057
2022
Q2 		$0 Buy
+4
New +$148 ﹤0.01% 3949

Other funds holding KNTK

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kinetik (KNTK) stake by 63% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,209 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Carson Wealth (CWM LLC) first reported a position in KNTK in Q2 2022 and has held it in 15 quarters since. The position peaked at $222K in Q4 2024. 308 funds tracked by Wall St. Rank hold KNTK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,209 shares of Kinetik worth $58.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 465 Kinetik shares in Q1 2026, an estimated $19.8K.
  • Kinetik made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3697 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kinetik in Q2 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Kinetik position peaked at $222K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Kinetik as of Q1 2026.

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