Carson Wealth (CWM LLC)
ZD icon

Carson Wealth (CWM LLC)’s Ziff Davis ZD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$870K Sell
20,728
-5,364
-21% -$197K ﹤0.01% 1632
2025
Q4 		$917K Buy
26,092
+15,988
+158% +$557K ﹤0.01% 1547
2025
Q3 		$385K Sell
10,104
-3,765
-27% -$132K ﹤0.01% 1949
2025
Q2 		$420K Buy
13,869
+13,200
+1,973% +$424K ﹤0.01% 1672
2025
Q1 		$25K Sell
669
-177
-21% -$8.49K ﹤0.01% 3524
2024
Q4 		$46K Buy
846
+60
+8% +$3.15K ﹤0.01% 2871
2024
Q3 		$38K Buy
786
+246
+46% +$11.7K ﹤0.01% 2922
2024
Q2 		$30K Buy
540
+150
+38% +$8.25K ﹤0.01% 2843
2024
Q1 		$25K Sell
390
-14
-3% -$930 ﹤0.01% 2766
2023
Q4 		$27K Sell
404
-105
-21% -$6.66K ﹤0.01% 2583
2023
Q3 		$32K Buy
509
+103
+25% +$7.07K ﹤0.01% 2374
2023
Q2 		$28K Buy
406
+127
+46% +$8.69K ﹤0.01% 2424
2023
Q1 		$22K Sell
279
-3
-1% -$246 ﹤0.01% 2452
2022
Q4 		$22K Buy
282
+21
+8% +$1.69K ﹤0.01% 2310
2022
Q3 		$18K Buy
261
+116
+80% +$9.13K ﹤0.01% 2314
2022
Q2 		$11K Buy
145
+128
+753% +$10.6K ﹤0.01% 2541
2022
Q1 		$2K Hold
17
– – ﹤0.01% 3253
2021
Q4 		$2K Buy
+17
New +$2.02K ﹤0.01% 3205
2021
Q2 		$2K Hold
20
– – ﹤0.01% 2719
2021
Q1 		$2K Hold
20
– – ﹤0.01% 2719
2020
Q4 		$2K Hold
20
– – ﹤0.01% 2718
2020
Q3 		$2K Hold
20
– – ﹤0.01% 2717
2020
Q2 		$2K Hold
20
– – ﹤0.01% 2716
2020
Q1 		$2K Hold
20
– – ﹤0.01% 2716
2019
Q4 		$2K Hold
20
– – ﹤0.01% 2714
2019
Q3 		$2K Hold
20
– – ﹤0.01% 2714
2019
Q2 		$2K Hold
20
– – ﹤0.01% 2713
2019
Q1 		$2K Sell
20
-119
-86% -$8.21K ﹤0.01% 2709
2018
Q4 		$8K Sell
139
-89
-39% -$5.62K ﹤0.01% 1421
2018
Q3 		$16K Buy
228
+32
+16% +$2.34K ﹤0.01% 1024
2018
Q2 		$15K Buy
+196
New +$14.4K ﹤0.01% 901

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Ziff Davis (ZD) stake by 21% in Q1 2026, selling an estimated $197K and leaving 20,728 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Carson Wealth (CWM LLC) first reported a position in ZD in Q2 2018 and has held it in 31 quarters since. The position peaked at $917K in Q4 2025. 274 funds tracked by Wall St. Rank hold ZD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,728 shares of Ziff Davis worth $870K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,364 Ziff Davis shares in Q1 2026, an estimated $197K.
  • Ziff Davis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1632 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ziff Davis in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Ziff Davis position peaked at $917K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2026.

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