Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Zeta Global ZETA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$893K Buy
56,120
+47,230
+531% +$874K ﹤0.01% 1614
2025
Q4 		$181K Buy
8,890
+992
+13% +$18.5K ﹤0.01% 2652
2025
Q3 		$157K Buy
7,898
+1,244
+19% +$22.3K ﹤0.01% 2630
2025
Q2 		$103K Buy
6,654
+2,548
+62% +$33.8K ﹤0.01% 2697
2025
Q1 		$56K Buy
4,106
+1,264
+44% +$22.6K ﹤0.01% 2894
2024
Q4 		$51K Sell
2,842
-2,398
-46% -$60.6K ﹤0.01% 2791
2024
Q3 		$156K Buy
5,240
+4,946
+1,682% +$116K ﹤0.01% 1897
2024
Q2 		$5K Buy
294
+282
+2,350% +$4.14K ﹤0.01% 3918
2024
Q1 		$0 Buy
+12
New +$120 ﹤0.01% 4806

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Zeta Global (ZETA) stake by 531% in Q1 2026, buying an estimated $874K and bringing the position to 56,120 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Carson Wealth (CWM LLC) first reported a position in ZETA in Q1 2024 and has held it in 9 quarters since. 400 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56,120 shares of Zeta Global worth $893K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47,230 Zeta Global shares in Q1 2026, an estimated $874K.
  • Zeta Global made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1614 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zeta Global in Q1 2024 and has held it in 9 quarters since.
  • 400 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

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