AWM
Z icon

Activest Wealth Management’s Zillow Z Stock Holding History

Activest Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.93K Buy
95
+58
+157% +$3.08K ﹤0.01% 860
2025
Q4 		$2.52K Sell
37
-71
-66% -$5.14K ﹤0.01% 857
2025
Q3 		$8.32K Buy
+108
New +$8.83K ﹤0.01% 547
2025
Q2 		– Sell
-12
Closed -$809 – 1450
2025
Q1 		$823 Buy
12
+11
+1,100% +$841 ﹤0.01% 791
2024
Q4 		$74 Buy
+1
New +$71 ﹤0.01% 718

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return