AllSquare Wealth Management’s Zillow Z Stock Holding History

AllSquare 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
2025 Q3	$177K	Hold	2,300	–	–	0.09%	118
2025 Q2	$161K	Buy	2,300 +400	+21%	+$27K	0.09%	119
2025 Q1	$130K	Hold	1,900	–	–	0.08%	133
2024 Q4	$141K	Hold	1,900	–	–	0.08%	126
2024 Q3	$121K	Buy	1,900 +1,800	+1,800%	+$96.7K	0.07%	141
2024 Q2	$4.64K	Hold	100	–	–	﹤0.01%	431
2024 Q1	$4.88K	Hold	100	–	–	﹤0.01%	424
2023 Q4	$5.79K	Hold	100	–	–	﹤0.01%	413
2023 Q3	$4.62K	Hold	100	–	–	﹤0.01%	427
2023 Q2	$4.47K	Hold	100	–	–	﹤0.01%	445
2023 Q1	$4.45K	Hold	100	–	–	﹤0.01%	443
2022 Q4	$3.22K	Hold	100	–	–	﹤0.01%	442
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	448
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	452
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	429
2021 Q4	$6K	Buy	+100	New	+$7.21K	﹤0.01%	419

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's Z Position: Q3 2025 in Review

AllSquare Wealth Management held its Zillow (Z) position steady in Q3 2025 at 2,300 shares worth $177K. The position accounts for 0.09% of the portfolio, ranked #118.

AllSquare Wealth Management first reported a position in Z in Q4 2021 and has held it in 16 quarters since. 526 funds tracked by Wall St. Rank hold Z as of Q3 2025.

AllSquare Wealth Management held 2,300 shares of Zillow worth $177K as of Q3 2025.
AllSquare Wealth Management left its Zillow share count unchanged in Q3 2025.
Zillow made up 0.09% of AllSquare Wealth Management's portfolio in Q3 2025, its #118 holding.
AllSquare Wealth Management first reported a position in Zillow in Q4 2021 and has held it in 16 quarters since.
526 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.