Carson Wealth (CWM LLC)
ZGN icon

Carson Wealth (CWM LLC)’s Zegna ZGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZGN Stock Details ZGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.1K Sell
2,701
-490
-15% -$5.07K ﹤0.01% 4214
2025
Q4 		$33K Buy
3,191
+585
+22% +$5.97K ﹤0.01% 3900
2025
Q3 		$25K Buy
+2,606
New +$22.7K ﹤0.01% 4000
2025
Q2 		– Sell
-1,375
Closed -$10K – 5340
2025
Q1 		$10K Buy
+1,375
New +$11.3K ﹤0.01% 4123
2023
Q3 		– Sell
-53
Closed -$1K – 4566
2023
Q2 		$1K Buy
+53
New +$660 ﹤0.01% 4100

Other funds holding ZGN

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Zegna (ZGN) stake by 15% in Q1 2026, selling an estimated $5.07K and leaving 2,701 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4214.

Carson Wealth (CWM LLC) first reported a position in ZGN in Q2 2023 and has held it in 5 quarters since. The position peaked at $33K in Q4 2025. 125 funds tracked by Wall St. Rank hold ZGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,701 shares of Zegna worth $28.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 490 Zegna shares in Q1 2026, an estimated $5.07K.
  • Zegna made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4214 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zegna in Q2 2023 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Zegna position peaked at $33K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Zegna as of Q1 2026.

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