AssetMark Inc’s Zillow ZG Stock Holding History

AssetMark Inc’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15K	Buy	540 +95	+21%	+$3.17K	﹤0.01%	2371
2026 Q2	$14K	Buy	445 +12	+3%	+$464	﹤0.01%	2325
2026 Q1	$17.9K	Sell	433 -1,484	-77%	-$78.4K	﹤0.01%	2095
2025 Q4	$131K	Sell	1,917 -97	-5%	-$6.82K	﹤0.01%	1418
2025 Q3	$150K	Buy	2,014 +34	+2%	+$2.68K	﹤0.01%	1331
2025 Q2	$136K	Buy	1,980 +1,335	+207%	+$88.4K	﹤0.01%	1304
2025 Q1	$43.1K	Sell	645 -114	-15%	-$8.43K	﹤0.01%	1479
2024 Q4	$53.8K	Buy	759 +755	+18,875%	+$52K	﹤0.01%	1407
2024 Q3	$248	Hold	4	–	–	﹤0.01%	2153
2024 Q2	$180	Buy	+4	New	+$173	﹤0.01%	2009
2023 Q4	–	Sell	-1	Closed	-$45	–	2014
2023 Q3	$45	Buy	+1	New	+$50	﹤0.01%	1724
2022 Q1	–	Sell	-35	Closed	-$2K	–	1772
2021 Q4	$2K	Buy	+35	New	+$2.51K	﹤0.01%	1396
2021 Q1	–	Sell	-50	Closed	-$7K	–	1561
2020 Q4	$7K	Buy	+50	New	+$5.64K	﹤0.01%	979

Other funds holding ZG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AssetMark Inc's ZG Position: Q3 2026 in Review

AssetMark Inc increased its Zillow (ZG) stake by 21% in Q3 2026, buying an estimated $3.17K and bringing the position to 540 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

AssetMark Inc first reported a position in ZG in Q4 2020 and has held it in 13 quarters since. The position peaked at $150K in Q3 2025. 31 funds tracked by Wall St. Rank hold ZG as of Q3 2026.

AssetMark Inc held 540 shares of Zillow worth $15K as of Q3 2026.
AssetMark Inc bought 95 Zillow shares in Q3 2026, an estimated $3.17K.
Zillow made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2371 holding.
AssetMark Inc first reported a position in Zillow in Q4 2020 and has held it in 13 quarters since.
AssetMark Inc's Zillow position peaked at $150K in Q3 2025.
31 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.