Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TETRA Technologies TTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TTI Stock Details TTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$615K Sell
72,207
-180
-0.2% -$1.8K ﹤0.01% 1863
2025
Q4 		$678K Buy
72,387
+16,545
+30% +$128K ﹤0.01% 1731
2025
Q3 		$321K Buy
55,842
+39,723
+246% +$170K ﹤0.01% 2073
2025
Q2 		$54K Buy
16,119
+12,049
+296% +$35.1K ﹤0.01% 3227
2025
Q1 		$14K Buy
4,070
+583
+17% +$2.33K ﹤0.01% 3929
2024
Q4 		$12K Sell
3,487
-599
-15% -$2.13K ﹤0.01% 3782
2024
Q3 		$13K Sell
4,086
-687
-14% -$2.22K ﹤0.01% 3651
2024
Q2 		$17K Buy
4,773
+1,466
+44% +$5.85K ﹤0.01% 3240
2024
Q1 		$15K Buy
3,307
+605
+22% +$2.51K ﹤0.01% 3109
2023
Q4 		$12K Buy
2,702
+140
+5% +$706 ﹤0.01% 3102
2023
Q3 		$16K Buy
+2,562
New +$13.2K ﹤0.01% 2852
2023
Q2 		– Sell
-450
Closed -$1K – 4463
2023
Q1 		$1K Hold
450
– – ﹤0.01% 3942
2022
Q4 		$2K Hold
450
– – ﹤0.01% 3632
2022
Q3 		$2K Hold
450
– – ﹤0.01% 3548
2022
Q2 		$2K Hold
450
– – ﹤0.01% 3420
2022
Q1 		$2K Hold
450
– – ﹤0.01% 3237
2021
Q4 		$1K Buy
+450
New +$1.39K ﹤0.01% 3389
2021
Q2 		$2K Hold
450
– – ﹤0.01% 2712
2021
Q1 		$2K Hold
450
– – ﹤0.01% 2712
2020
Q4 		$2K Hold
450
– – ﹤0.01% 2711
2020
Q3 		$2K Hold
450
– – ﹤0.01% 2710
2020
Q2 		$2K Hold
450
– – ﹤0.01% 2709
2020
Q1 		$2K Hold
450
– – ﹤0.01% 2709
2019
Q4 		$2K Hold
450
– – ﹤0.01% 2707
2019
Q3 		$2K Hold
450
– – ﹤0.01% 2707
2019
Q2 		$2K Hold
450
– – ﹤0.01% 2706
2019
Q1 		$2K Hold
450
– – ﹤0.01% 2702
2018
Q4 		$1K Buy
+450
New +$1.25K ﹤0.01% 1999

Other funds holding TTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its TETRA Technologies (TTI) stake by 0.25% in Q1 2026, selling an estimated $1.8K and leaving 72,207 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Carson Wealth (CWM LLC) first reported a position in TTI in Q4 2018 and has held it in 28 quarters since. The position peaked at $678K in Q4 2025. 240 funds tracked by Wall St. Rank hold TTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 72,207 shares of TETRA Technologies worth $615K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 180 TETRA Technologies shares in Q1 2026, an estimated $1.8K.
  • TETRA Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1863 holding.
  • Carson Wealth (CWM LLC) first reported a position in TETRA Technologies in Q4 2018 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s TETRA Technologies position peaked at $678K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held TETRA Technologies as of Q1 2026.

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