AWM
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Axxcess Wealth Management’s Zillow Z Stock Holding History

Axxcess 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
Q4 		– Sell
-2,672
Closed -$206K – 1107
2025
Q3 		$206K Buy
+2,672
New +$218K ﹤0.01% 885

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axxcess Wealth Management's Z Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Zillow (Z) in Q4 2025, closing a stake of 2,672 shares — an estimated $206K sold.

Axxcess Wealth Management first reported a position in Z in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,672 Zillow shares in Q4 2025, an estimated $206K.
  • Axxcess Wealth Management first reported a position in Zillow in Q3 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Zillow position peaked at $206K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.