Carson Wealth (CWM LLC)’s Zedge ZDGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZDGE Stock Details ZDGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-76	Closed	–	–	5587
2025 Q2	$0	Buy	+76	New	+$197	﹤0.01%	5339
2016 Q3	–	Sell	-15	Closed	–	–	1078
2016 Q2	$0	Buy	+15	New	+$63	﹤0.01%	874

Other funds holding ZDGE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $244M AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZDGE Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Zedge (ZDGE) in Q3 2025, closing a stake of 76 shares.

Carson Wealth (CWM LLC) first reported a position in ZDGE in Q2 2016 and held it in 2 quarters. The position peaked at $0 in Q2 2025. 41 funds tracked by Wall St. Rank hold ZDGE as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Zedge position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 76 Zedge shares in Q3 2025.
Carson Wealth (CWM LLC) first reported a position in Zedge in Q2 2016 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Zedge position peaked at $0 in Q2 2025.
41 funds tracked by Wall St. Rank held Zedge as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.