Carson Wealth (CWM LLC)
WTTR icon

Carson Wealth (CWM LLC)’s Select Water Solutions WTTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$328K Buy
21,411
+105
+0.5% +$1.37K ﹤0.01% 2317
2025
Q4 		$224K Buy
21,306
+9,062
+74% +$97.7K ﹤0.01% 2479
2025
Q3 		$131K Buy
12,244
+10,017
+450% +$91.5K ﹤0.01% 2769
2025
Q2 		$19K Sell
2,227
-2,239
-50% -$19.3K ﹤0.01% 3959
2025
Q1 		$47K Sell
4,466
-9,599
-68% -$116K ﹤0.01% 3040
2024
Q4 		$186K Buy
14,065
+2,176
+18% +$27.7K ﹤0.01% 1873
2024
Q3 		$132K Buy
11,889
+7,685
+183% +$84.5K ﹤0.01% 2015
2024
Q2 		$45K Buy
4,204
+1,496
+55% +$14.8K ﹤0.01% 2552
2024
Q1 		$25K Buy
2,708
+2,681
+9,930% +$21.6K ﹤0.01% 2765
2023
Q4 		$0 Sell
27
-105
-80% -$781 ﹤0.01% 4557
2023
Q3 		$1K Buy
+132
New +$1.08K ﹤0.01% 4109
2022
Q2 		– Sell
-67
Closed -$1K – 4125
2022
Q1 		$1K Buy
+67
New +$522 ﹤0.01% 3442

Other funds holding WTTR

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Select Water Solutions (WTTR) stake by 0.49% in Q1 2026, buying an estimated $1.37K and bringing the position to 21,411 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Carson Wealth (CWM LLC) first reported a position in WTTR in Q1 2022 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold WTTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,411 shares of Select Water Solutions worth $328K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 105 Select Water Solutions shares in Q1 2026, an estimated $1.37K.
  • Select Water Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2317 holding.
  • Carson Wealth (CWM LLC) first reported a position in Select Water Solutions in Q1 2022 and has held it in 12 quarters since.
  • 255 funds tracked by Wall St. Rank held Select Water Solutions as of Q1 2026.

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