Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Omega Flex OFLX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$166K Buy
5,355
+1,553
+41% +$51.1K ﹤0.01% 2883
2025
Q4 		$112K Sell
3,802
-460
-11% -$13.1K ﹤0.01% 2985
2025
Q3 		$133K Buy
4,262
+2,405
+130% +$81.5K ﹤0.01% 2757
2025
Q2 		$60K Buy
1,857
+634
+52% +$20.4K ﹤0.01% 3128
2025
Q1 		$43K Buy
1,223
+792
+184% +$30.7K ﹤0.01% 3102
2024
Q4 		$18K Buy
431
+303
+237% +$14.7K ﹤0.01% 3519
2024
Q3 		$6K Buy
128
+60
+88% +$2.96K ﹤0.01% 4025
2024
Q2 		$3K Buy
68
+28
+70% +$1.79K ﹤0.01% 4101
2024
Q1 		$3K Buy
+40
New +$2.84K ﹤0.01% 3865

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Omega Flex (OFLX) stake by 41% in Q1 2026, buying an estimated $51.1K and bringing the position to 5,355 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Carson Wealth (CWM LLC) first reported a position in OFLX in Q1 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,355 shares of Omega Flex worth $166K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,553 Omega Flex shares in Q1 2026, an estimated $51.1K.
  • Omega Flex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2883 holding.
  • Carson Wealth (CWM LLC) first reported a position in Omega Flex in Q1 2024 and has held it in 9 quarters since.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

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