AWM
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AE Wealth Management’s Ziff Davis ZD Stock Holding History

AE Wealth Management’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,852
Closed -$220K – 2280
2025
Q1 		$220K Sell
5,852
-594
-9% -$28.5K ﹤0.01% 1232
2024
Q4 		$350K Buy
+6,446
New +$338K ﹤0.01% 1031
2021
Q1 		– Sell
-9,008
Closed -$765K – 1581
2020
Q4 		$765K Buy
+9,008
New +$652K 0.01% 803
2020
Q2 		– Sell
-6,600
Closed -$430K – 1354
2020
Q1 		$430K Buy
+6,600
New +$515K 0.01% 732

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

AE Wealth Management's ZD Position: Q2 2025 in Review

AE Wealth Management sold out of Ziff Davis (ZD) in Q2 2025, closing a stake of 5,852 shares — an estimated $220K sold.

AE Wealth Management first reported a position in ZD in Q1 2020 and held it in 4 quarters. The position peaked at $765K in Q4 2020. 275 funds tracked by Wall St. Rank hold ZD as of Q2 2025.

  • AE Wealth Management reported no remaining Ziff Davis position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 5,852 Ziff Davis shares in Q2 2025, an estimated $220K.
  • AE Wealth Management first reported a position in Ziff Davis in Q1 2020 and held it in 4 quarters.
  • AE Wealth Management's Ziff Davis position peaked at $765K in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.