Carson Wealth (CWM LLC)
ZIP icon

Carson Wealth (CWM LLC)’s ZipRecruiter ZIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157K Buy
85,279
+54,999
+182% +$135K ﹤0.01% 2930
2025
Q4 		$118K Buy
30,280
+13,828
+84% +$62.2K ﹤0.01% 2945
2025
Q3 		$69K Buy
16,452
+4,065
+33% +$19K ﹤0.01% 3264
2025
Q2 		$62K Buy
12,387
+2,786
+29% +$15.2K ﹤0.01% 3111
2025
Q1 		$57K Buy
9,601
+8,793
+1,088% +$58.6K ﹤0.01% 2881
2024
Q4 		$6K Sell
808
-451
-36% -$4.03K ﹤0.01% 4160
2024
Q3 		$12K Buy
1,259
+64
+5% +$573 ﹤0.01% 3711
2024
Q2 		$11K Buy
1,195
+342
+40% +$3.45K ﹤0.01% 3514
2024
Q1 		$10K Buy
+853
New +$11.5K ﹤0.01% 3367
2023
Q4 		– Sell
-108
Closed -$1K – 4566
2023
Q3 		$1K Sell
108
-57
-35% -$929 ﹤0.01% 4112
2023
Q2 		$3K Hold
165
– – ﹤0.01% 3720
2023
Q1 		$3K Sell
165
-109
-40% -$1.97K ﹤0.01% 3584
2022
Q4 		$4K Buy
+274
New +$4.54K ﹤0.01% 3348
2022
Q1 		– Sell
-315
Closed -$8K – 3910
2021
Q4 		$8K Buy
+315
New +$8.64K ﹤0.01% 2507

Other funds holding ZIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ZipRecruiter (ZIP) stake by 182% in Q1 2026, buying an estimated $135K and bringing the position to 85,279 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Carson Wealth (CWM LLC) first reported a position in ZIP in Q4 2021 and has held it in 14 quarters since. 132 funds tracked by Wall St. Rank hold ZIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 85,279 shares of ZipRecruiter worth $157K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54,999 ZipRecruiter shares in Q1 2026, an estimated $135K.
  • ZipRecruiter made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2930 holding.
  • Carson Wealth (CWM LLC) first reported a position in ZipRecruiter in Q4 2021 and has held it in 14 quarters since.
  • 132 funds tracked by Wall St. Rank held ZipRecruiter as of Q1 2026.

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