Carson Wealth (CWM LLC)
ZG icon

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

Carson Wealth (CWM LLC)’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.4M Buy
130,455
+16,258
+14% +$858K 0.01% 787
2025
Q4 		$7.79M Sell
114,197
-1,140
-1% -$80.2K 0.02% 604
2025
Q3 		$8.59M Sell
115,337
-220
-0.2% -$17.3K 0.03% 518
2025
Q2 		$7.92M Sell
115,557
-2,523
-2% -$167K 0.03% 450
2025
Q1 		$7.89M Buy
118,080
+13,329
+13% +$985K 0.03% 404
2024
Q4 		$7.42M Buy
104,751
+70,493
+206% +$4.86M 0.03% 384
2024
Q3 		$2.12M Buy
34,258
+5,377
+19% +$280K 0.01% 678
2024
Q2 		$1.3M Sell
28,881
-7,654
-21% -$330K 0.01% 777
2024
Q1 		$1.75M Sell
36,535
-9,604
-21% -$508K 0.01% 661
2023
Q4 		$2.62M Buy
46,139
+44,917
+3,676% +$1.92M 0.01% 528
2023
Q3 		$55K Buy
1,222
+611
+100% +$30.7K ﹤0.01% 2005
2023
Q2 		$30K Buy
611
+79
+15% +$3.56K ﹤0.01% 2379
2023
Q1 		$23K Sell
532
-17
-3% -$707 ﹤0.01% 2418
2022
Q4 		$17K Buy
549
+245
+81% +$8.02K ﹤0.01% 2491
2022
Q3 		$9K Buy
304
+107
+54% +$3.73K ﹤0.01% 2775
2022
Q2 		$6K Buy
197
+28
+17% +$1.11K ﹤0.01% 2931
2022
Q1 		$8K Buy
169
+116
+219% +$6.13K ﹤0.01% 2651
2021
Q4 		$3K Buy
+53
New +$3.81K ﹤0.01% 3053
2021
Q2 		$32K Hold
265
– – ﹤0.01% 1596
2021
Q1 		$32K Hold
265
– – ﹤0.01% 1596
2020
Q4 		$32K Hold
265
– – ﹤0.01% 1596
2020
Q3 		$32K Hold
265
– – ﹤0.01% 1596
2020
Q2 		$32K Hold
265
– – ﹤0.01% 1596
2020
Q1 		$32K Hold
265
– – ﹤0.01% 1595
2019
Q4 		$32K Hold
265
– – ﹤0.01% 1595
2019
Q3 		$32K Hold
265
– – ﹤0.01% 1595
2019
Q2 		$32K Hold
265
– – ﹤0.01% 1595
2019
Q1 		$32K Buy
+265
New +$9.37K ﹤0.01% 1594

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Zillow (ZG) stake by 14% in Q1 2026, buying an estimated $858K and bringing the position to 130,455 shares worth $5.4M. The position accounts for 0.01% of the portfolio, ranked #787.

Carson Wealth (CWM LLC) first reported a position in ZG in Q1 2019 and has held it in 28 quarters since. The position peaked at $8.59M in Q3 2025. 267 funds tracked by Wall St. Rank hold ZG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 130,455 shares of Zillow worth $5.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,258 Zillow shares in Q1 2026, an estimated $858K.
  • Zillow made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #787 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zillow in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Zillow position peaked at $8.59M in Q3 2025.
  • 267 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.