Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SandRidge Energy SD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SD Stock Details SD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$283K Buy
17,356
+45
+0.3% +$729 ﹤0.01% 2423
2025
Q4 		$250K Buy
17,311
+3,657
+27% +$48.4K ﹤0.01% 2384
2025
Q3 		$154K Buy
13,654
+8,794
+181% +$97.1K ﹤0.01% 2652
2025
Q2 		$53K Buy
4,860
+4,640
+2,109% +$47.3K ﹤0.01% 3239
2025
Q1 		$3K Buy
220
+140
+175% +$1.66K ﹤0.01% 4676
2024
Q4 		$1K Sell
80
-630
-89% -$7.28K ﹤0.01% 4790
2024
Q3 		$9K Sell
710
-249
-26% -$3.18K ﹤0.01% 3854
2024
Q2 		$12K Buy
959
+75
+8% +$1.04K ﹤0.01% 3452
2024
Q1 		$13K Buy
884
+861
+3,743% +$11.6K ﹤0.01% 3196
2023
Q4 		$0 Buy
23
+9
+64% +$133 ﹤0.01% 4476
2023
Q3 		$0 Hold
14
– – ﹤0.01% 4496
2023
Q2 		$0 Sell
14
-14
-50% -$206 ﹤0.01% 4431
2023
Q1 		$0 Sell
28
-31
-53% -$474 ﹤0.01% 4314
2022
Q4 		$1K Hold
59
– – ﹤0.01% 3840
2022
Q3 		$1K Buy
59
+51
+638% +$921 ﹤0.01% 3752
2022
Q2 		$0 Buy
+8
New +$160 ﹤0.01% 4067

Other funds holding SD

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its SandRidge Energy (SD) stake by 0.26% in Q1 2026, buying an estimated $729 and bringing the position to 17,356 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Carson Wealth (CWM LLC) first reported a position in SD in Q2 2022 and has held it in 16 quarters since. 171 funds tracked by Wall St. Rank hold SD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,356 shares of SandRidge Energy worth $283K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 45 SandRidge Energy shares in Q1 2026, an estimated $729.
  • SandRidge Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2423 holding.
  • Carson Wealth (CWM LLC) first reported a position in SandRidge Energy in Q2 2022 and has held it in 16 quarters since.
  • 171 funds tracked by Wall St. Rank held SandRidge Energy as of Q1 2026.

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