Carson Wealth (CWM LLC)
MNR icon

Carson Wealth (CWM LLC)’s Mach Natural Resources MNR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2K Hold
2,013
– – ﹤0.01% 4212
2025
Q4 		$22K Hold
2,013
– – ﹤0.01% 4124
2025
Q3 		$27K Buy
+2,013
New +$28.7K ﹤0.01% 3950

Other funds holding MNR

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $138M AUM 22.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Mach Natural Resources (MNR) position steady in Q1 2026 at 2,013 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4212.

Carson Wealth (CWM LLC) first reported a position in MNR in Q3 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold MNR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,013 shares of Mach Natural Resources worth $28.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Mach Natural Resources share count unchanged in Q1 2026.
  • Mach Natural Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4212 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mach Natural Resources in Q3 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Mach Natural Resources as of Q1 2026.

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