Carson Wealth (CWM LLC)
ODC icon

Carson Wealth (CWM LLC)’s Oil-Dri ODC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.4K Sell
190
-5
-3% -$304 ﹤0.01% 4692
2025
Q4 		$10K Sell
195
-42
-18% -$2.33K ﹤0.01% 4553
2025
Q3 		$14K Buy
237
+44
+23% +$2.67K ﹤0.01% 4319
2025
Q2 		$11K Buy
193
+44
+30% +$2.14K ﹤0.01% 4252
2025
Q1 		$7K Buy
149
+37
+33% +$1.63K ﹤0.01% 4302
2024
Q4 		$5K Buy
112
+56
+100% +$2.05K ﹤0.01% 4227
2024
Q3 		$2K Buy
56
+2
+4% +$65 ﹤0.01% 4438
2024
Q2 		$2K Buy
54
+52
+2,600% +$1.91K ﹤0.01% 4243
2024
Q1 		$0 Buy
+2
New +$69 ﹤0.01% 4615
2022
Q3 		– Sell
-174
Closed -$3K – 4112
2022
Q2 		$3K Buy
+174
New +$2.28K ﹤0.01% 3221

Other funds holding ODC

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Oil-Dri (ODC) stake by 2.6% in Q1 2026, selling an estimated $304 and leaving 190 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4692.

Carson Wealth (CWM LLC) first reported a position in ODC in Q2 2022 and has held it in 10 quarters since. The position peaked at $14K in Q3 2025. 140 funds tracked by Wall St. Rank hold ODC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 190 shares of Oil-Dri worth $12.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5 Oil-Dri shares in Q1 2026, an estimated $304.
  • Oil-Dri made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4692 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oil-Dri in Q2 2022 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Oil-Dri position peaked at $14K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Oil-Dri as of Q1 2026.

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