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CM Wealth Advisors’s Oil-Dri ODC Stock Holding History

CM Wealth Advisors’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Buy
+4,313
New +$345K 0.08% 110

Other funds holding ODC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CM Wealth Advisors's ODC Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Oil-Dri (ODC) in Q2 2026: 4,313 shares worth $441K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings.

162 funds tracked by Wall St. Rank hold ODC as of Q2 2026.

  • CM Wealth Advisors held 4,313 shares of Oil-Dri worth $441K as of Q2 2026.
  • Oil-Dri was a new CM Wealth Advisors position in Q2 2026.
  • Oil-Dri made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • 162 funds tracked by Wall St. Rank held Oil-Dri as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.