Carson Wealth (CWM LLC)
Z icon

Carson Wealth (CWM LLC)’s Zillow Z Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$696K Buy
16,811
+13,449
+400% +$715K ﹤0.01% 1787
2025
Q4 		$229K Sell
3,362
-286
-8% -$20.7K ﹤0.01% 2461
2025
Q3 		$281K Buy
3,648
+172
+5% +$14.1K ﹤0.01% 2185
2025
Q2 		$244K Sell
3,476
-10,147
-74% -$684K ﹤0.01% 2005
2025
Q1 		$934K Buy
13,623
+8,864
+186% +$677K ﹤0.01% 1169
2024
Q4 		$352K Buy
4,759
+2,349
+97% +$168K ﹤0.01% 1513
2024
Q3 		$154K Sell
2,410
-37
-2% -$1.99K ﹤0.01% 1910
2024
Q2 		$114K Sell
2,447
-441
-15% -$19.4K ﹤0.01% 1893
2024
Q1 		$141K Sell
2,888
-547
-16% -$29.8K ﹤0.01% 1685
2023
Q4 		$199K Sell
3,435
-687
-17% -$30.3K ﹤0.01% 1429
2023
Q3 		$190K Sell
4,122
-1,541
-27% -$79.2K ﹤0.01% 1335
2023
Q2 		$285K Sell
5,663
-2,238
-28% -$103K ﹤0.01% 1129
2023
Q1 		$351K Sell
7,901
-878
-10% -$37.3K ﹤0.01% 1005
2022
Q4 		$283K Sell
8,779
-6,316
-42% -$209K ﹤0.01% 977
2022
Q3 		$432K Sell
15,095
-1,412
-9% -$49K ﹤0.01% 793
2022
Q2 		$524K Sell
16,507
-721
-4% -$29K ﹤0.01% 720
2022
Q1 		$849K Sell
17,228
-1,363
-7% -$73.3K 0.01% 602
2021
Q4 		$1.19M Buy
+18,591
New +$1.34M 0.01% 545
2021
Q2 		$2.56M Hold
20,917
– – 0.02% 374
2021
Q1 		$2.56M Hold
20,917
– – 0.02% 374
2020
Q4 		$2.56M Hold
20,917
– – 0.02% 374
2020
Q3 		$2.56M Hold
20,917
– – 0.02% 374
2020
Q2 		$2.56M Hold
20,917
– – 0.02% 374
2020
Q1 		$2.56M Hold
20,917
– – 0.02% 374
2019
Q4 		$2.56M Hold
20,917
– – 0.02% 374
2019
Q3 		$2.56M Hold
20,917
– – 0.02% 374
2019
Q2 		$2.56M Hold
20,917
– – 0.02% 374
2019
Q1 		$2.56M Buy
+20,917
New +$746K 0.02% 374
2018
Q4 		– Sell
-7
Closed – – 2272
2018
Q3 		$0 Buy
+7
New +$365 ﹤0.01% 2018

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Zillow (Z) stake by 400% in Q1 2026, buying an estimated $715K and bringing the position to 16,811 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Carson Wealth (CWM LLC) first reported a position in Z in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.56M in Q2 2021. 491 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,811 shares of Zillow worth $696K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,449 Zillow shares in Q1 2026, an estimated $715K.
  • Zillow made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1787 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zillow in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Zillow position peaked at $2.56M in Q2 2021.
  • 491 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

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