Carson Wealth (CWM LLC)
OPTU

Carson Wealth (CWM LLC)’s Optimum Communications Inc OPTU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.2K Buy
73,996
+44,864
+154% +$70.5K ﹤0.01% 3306
2025
Q4 		$48K Buy
29,132
+5,868
+25% +$11.9K ﹤0.01% 3633
2025
Q3 		$56K Buy
23,264
+984
+4% +$2.41K ﹤0.01% 3435
2025
Q2 		$48K Buy
22,280
+15,941
+251% +$37.4K ﹤0.01% 3310
2025
Q1 		$17K Buy
6,339
+4,604
+265% +$12.4K ﹤0.01% 3782
2024
Q4 		$4K Buy
1,735
+1,023
+144% +$2.55K ﹤0.01% 4273
2024
Q3 		$2K Buy
712
+251
+54% +$485 ﹤0.01% 4354
2024
Q2 		$1K Buy
461
+387
+523% +$859 ﹤0.01% 4306
2024
Q1 		$0 Sell
74
-31
-30% -$78 ﹤0.01% 4302
2023
Q4 		$0 Hold
105
– – ﹤0.01% 4123
2023
Q3 		$0 Sell
105
-1,216
-92% -$3.92K ﹤0.01% 4172
2023
Q2 		$4K Sell
1,321
-696
-35% -$1.98K ﹤0.01% 3495
2023
Q1 		$7K Sell
2,017
-5,032
-71% -$21.4K ﹤0.01% 3120
2022
Q4 		$32K Buy
7,049
+1,587
+29% +$7.8K ﹤0.01% 2034
2022
Q3 		$32K Buy
5,462
+3,285
+151% +$31.5K ﹤0.01% 1903
2022
Q2 		$20K Sell
2,177
-323
-13% -$3.38K ﹤0.01% 2099
2022
Q1 		$31K Buy
2,500
+2,275
+1,011% +$30.4K ﹤0.01% 1819
2021
Q4 		$4K Buy
+225
New +$3.81K ﹤0.01% 2796
2018
Q1 		– Sell
-127
Closed -$3K – 1406
2017
Q4 		$3K Hold
127
– – ﹤0.01% 1182
2017
Q3 		$3K Buy
+127
New +$3.87K ﹤0.01% 1183

Other funds holding OPTU

ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ML
MILFAM LLC Stuart, Florida $128M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Optimum Communications Inc (OPTU) stake by 154% in Q1 2026, buying an estimated $70.5K and bringing the position to 73,996 shares worth $96.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Carson Wealth (CWM LLC) first reported a position in OPTU in Q3 2017 and has held it in 20 quarters since. 179 funds tracked by Wall St. Rank hold OPTU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 73,996 shares of Optimum Communications Inc worth $96.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 44,864 Optimum Communications Inc shares in Q1 2026, an estimated $70.5K.
  • Optimum Communications Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3306 holding.
  • Carson Wealth (CWM LLC) first reported a position in Optimum Communications Inc in Q3 2017 and has held it in 20 quarters since.
  • 179 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2026.

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