Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Oil States International OIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
87,926
+11,523
+15% +$119K ﹤0.01% 1524
2025
Q4 		$517K Buy
76,403
+5,736
+8% +$36.8K ﹤0.01% 1897
2025
Q3 		$428K Buy
70,667
+36,243
+105% +$199K ﹤0.01% 1893
2025
Q2 		$185K Sell
34,424
-3,135
-8% -$13.9K ﹤0.01% 2241
2025
Q1 		$193K Buy
37,559
+19,585
+109% +$103K ﹤0.01% 1943
2024
Q4 		$91K Buy
17,974
+128
+0.7% +$638 ﹤0.01% 2347
2024
Q3 		$82K Buy
17,846
+11,796
+195% +$56.5K ﹤0.01% 2330
2024
Q2 		$27K Buy
6,050
+5,500
+1,000% +$26.4K ﹤0.01% 2920
2024
Q1 		$3K Buy
550
+188
+52% +$1.12K ﹤0.01% 3866
2023
Q4 		$2K Sell
362
-650
-64% -$4.71K ﹤0.01% 3823
2023
Q3 		$8K Buy
1,012
+88
+10% +$713 ﹤0.01% 3257
2023
Q2 		$7K Sell
924
-11
-1% -$80 ﹤0.01% 3290
2023
Q1 		$8K Sell
935
-103
-10% -$873 ﹤0.01% 3089
2022
Q4 		$8K Sell
1,038
-410
-28% -$2.54K ﹤0.01% 2946
2022
Q3 		$6K Sell
1,448
-181
-11% -$865 ﹤0.01% 2988
2022
Q2 		$9K Sell
1,629
-290
-15% -$2.02K ﹤0.01% 2651
2022
Q1 		$13K Buy
1,919
+813
+74% +$5.15K ﹤0.01% 2333
2021
Q4 		$5K Buy
+1,106
New +$6.51K ﹤0.01% 2742

Other funds holding OIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Oil States International (OIS) stake by 15% in Q1 2026, buying an estimated $119K and bringing the position to 87,926 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Carson Wealth (CWM LLC) first reported a position in OIS in Q4 2021 and has held it in 18 quarters since. 217 funds tracked by Wall St. Rank hold OIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 87,926 shares of Oil States International worth $1.02M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,523 Oil States International shares in Q1 2026, an estimated $119K.
  • Oil States International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1524 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oil States International in Q4 2021 and has held it in 18 quarters since.
  • 217 funds tracked by Wall St. Rank held Oil States International as of Q1 2026.

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