AssetMark Inc
ZG icon

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
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 – 1778
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

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VPM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return