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 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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc's ZG Position: Q2 2026 in Review

AssetMark Inc increased its Zillow (ZG) stake by 2.8% in Q2 2026, buying an estimated $464 and bringing the position to 445 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

AssetMark Inc first reported a position in ZG in Q4 2020 and has held it in 12 quarters since. The position peaked at $150K in Q3 2025. 261 funds tracked by Wall St. Rank hold ZG as of Q2 2026.

AssetMark Inc held 445 shares of Zillow worth $14K as of Q2 2026.
AssetMark Inc bought 12 Zillow shares in Q2 2026, an estimated $464.
Zillow made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2325 holding.
AssetMark Inc first reported a position in Zillow in Q4 2020 and has held it in 12 quarters since.
AssetMark Inc's Zillow position peaked at $150K in Q3 2025.
261 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.