Carson Wealth (CWM LLC)
ZSPC

Carson Wealth (CWM LLC)’s ZSPACE INC NEW ZSPC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZSPC Stock Details ZSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15K Buy
756
+622
+464% +$5.16K ﹤0.01% 5262
2025
Q4 		$2K Buy
134
+130
+3,250% +$2.47K ﹤0.01% 5153
2025
Q3 		$0 Buy
4
+3
+300% +$171 ﹤0.01% 5625
2025
Q2 		$0 Buy
+1
New +$162 ﹤0.01% 5357

Other funds holding ZSPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ZSPACE INC NEW (ZSPC) stake by 464% in Q1 2026, buying an estimated $5.16K and bringing the position to 756 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #5262.

Carson Wealth (CWM LLC) first reported a position in ZSPC in Q2 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold ZSPC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 756 shares of ZSPACE INC NEW worth $2.15K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 622 ZSPACE INC NEW shares in Q1 2026, an estimated $5.16K.
  • ZSPACE INC NEW made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5262 holding.
  • Carson Wealth (CWM LLC) first reported a position in ZSPACE INC NEW in Q2 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held ZSPACE INC NEW as of Q1 2026.

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