Carson Wealth (CWM LLC)
ZS icon

Carson Wealth (CWM LLC)’s Zscaler ZS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Sell
10,526
-18,971
-64% -$3.36M ﹤0.01% 1339
2025
Q4 		$6.63M Sell
29,497
-26,649
-47% -$7.52M 0.02% 670
2025
Q3 		$16.8M Buy
56,146
+31,564
+128% +$9M 0.05% 320
2025
Q2 		$7.72M Buy
24,582
+2,308
+10% +$575K 0.03% 462
2025
Q1 		$4.42M Buy
22,274
+3,679
+20% +$733K 0.02% 565
2024
Q4 		$3.35M Buy
18,595
+13,033
+234% +$2.52M 0.01% 582
2024
Q3 		$951K Buy
5,562
+2,879
+107% +$526K ﹤0.01% 1068
2024
Q2 		$516K Buy
2,683
+844
+46% +$150K ﹤0.01% 1184
2024
Q1 		$354K Buy
1,839
+679
+59% +$152K ﹤0.01% 1261
2023
Q4 		$257K Buy
1,160
+523
+82% +$96.9K ﹤0.01% 1307
2023
Q3 		$99K Buy
637
+77
+14% +$11.5K ﹤0.01% 1638
2023
Q2 		$82K Sell
560
-460
-45% -$56.2K ﹤0.01% 1676
2023
Q1 		$119K Buy
1,020
+125
+14% +$15K ﹤0.01% 1405
2022
Q4 		$100K Sell
895
-44
-5% -$5.98K ﹤0.01% 1381
2022
Q3 		$154K Buy
939
+285
+44% +$46.6K ﹤0.01% 1154
2022
Q2 		$98K Buy
654
+55
+9% +$9.72K ﹤0.01% 1325
2022
Q1 		$145K Buy
599
+75
+14% +$18.4K ﹤0.01% 1182
2021
Q4 		$169K Buy
+524
New +$165K ﹤0.01% 1096
2021
Q2 		$32K Hold
147
– – ﹤0.01% 1597
2021
Q1 		$32K Hold
147
– – ﹤0.01% 1597
2020
Q4 		$32K Hold
147
– – ﹤0.01% 1597
2020
Q3 		$32K Hold
147
– – ﹤0.01% 1597
2020
Q2 		$32K Hold
147
– – ﹤0.01% 1597
2020
Q1 		$32K Hold
147
– – ﹤0.01% 1596
2019
Q4 		$32K Hold
147
– – ﹤0.01% 1596
2019
Q3 		$32K Hold
147
– – ﹤0.01% 1596
2019
Q2 		$32K Hold
147
– – ﹤0.01% 1596
2019
Q1 		$32K Buy
+147
New +$7.81K ﹤0.01% 1595

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Zscaler (ZS) stake by 64% in Q1 2026, selling an estimated $3.36M and leaving 10,526 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Carson Wealth (CWM LLC) first reported a position in ZS in Q1 2019 and has held it in 28 quarters since. The position peaked at $16.8M in Q3 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,526 shares of Zscaler worth $1.48M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 18,971 Zscaler shares in Q1 2026, an estimated $3.36M.
  • Zscaler made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1339 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zscaler in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Zscaler position peaked at $16.8M in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

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