Carson Wealth (CWM LLC)’s Zai Lab ZLAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.44K Sell
289
-690
-70% -$12.8K ﹤0.01% 4994
2025
Q4
$17K Buy
979
+537
+121% +$12.6K ﹤0.01% 4279
2025
Q3
$15K Buy
442
+129
+41% +$4.44K ﹤0.01% 4287
2025
Q2
$11K Sell
313
-100
-24% -$3.29K ﹤0.01% 4265
2025
Q1
$15K Hold
413
– – ﹤0.01% 3897
2024
Q4
$11K Sell
413
-33
-7% -$916 ﹤0.01% 3836
2024
Q3
$11K Sell
446
-285
-39% -$5.39K ﹤0.01% 3756
2024
Q2
$13K Buy
731
+454
+164% +$7.98K ﹤0.01% 3410
2024
Q1
$4K Sell
277
-351
-56% -$7.39K ﹤0.01% 3803
2023
Q4
$17K Buy
628
+350
+126% +$9.24K ﹤0.01% 2890
2023
Q3
$7K Sell
278
-16
-5% -$426 ﹤0.01% 3335
2023
Q2
$8K Buy
294
+51
+21% +$1.67K ﹤0.01% 3243
2023
Q1
$8K Buy
243
+62
+34% +$2.38K ﹤0.01% 3112
2022
Q4
$6K Sell
181
-35
-16% -$1.1K ﹤0.01% 3123
2022
Q3
$7K Buy
216
+58
+37% +$2.48K ﹤0.01% 2930
2022
Q2
$5K Sell
158
-427
-73% -$15.1K ﹤0.01% 3024
2022
Q1
$26K Buy
585
+35
+6% +$1.69K ﹤0.01% 1935
2021
Q4
$35K Buy
+550
New +$46.6K ﹤0.01% 1728
2021
Q2
$97K Hold
550
– – ﹤0.01% 1157
2021
Q1
$97K Hold
550
– – ﹤0.01% 1157
2020
Q4
$97K Hold
550
– – ﹤0.01% 1157
2020
Q3
$97K Hold
550
– – ﹤0.01% 1157
2020
Q2
$97K Hold
550
– – ﹤0.01% 1157
2020
Q1
$97K Hold
550
– – ﹤0.01% 1157
2019
Q4
$97K Hold
550
– – ﹤0.01% 1157
2019
Q3
$97K Hold
550
– – ﹤0.01% 1157
2019
Q2
$97K Hold
550
– – ﹤0.01% 1157
2019
Q1
$97K Buy
+550
New +$15.1K ﹤0.01% 1157

Other funds holding ZLAB

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

Carson Wealth (CWM LLC) reduced its Zai Lab (ZLAB) stake by 70% in Q1 2026, selling an estimated $12.8K and leaving 289 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #4994.

Carson Wealth (CWM LLC) first reported a position in ZLAB in Q1 2019 and has held it in 28 quarters since. The position peaked at $97K in Q2 2021. 99 funds tracked by Wall St. Rank hold ZLAB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 289 shares of Zai Lab worth $5.44K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 690 Zai Lab shares in Q1 2026, an estimated $12.8K.
  • Zai Lab made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4994 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zai Lab in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Zai Lab position peaked at $97K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Zai Lab as of Q1 2026.

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