Badgley Phelps Wealth Managers’s Zillow Z Stock Holding History

Badgley Phelps Wealth Managers’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	–	Sell	-3,476	Closed	-$243K	–	303
2025 Q2	$243K	Sell	3,476 -7	-0.2%	-$472	0.01%	275
2025 Q1	$239K	Sell	3,483 -428	-11%	-$32.7K	0.01%	278
2024 Q4	$290K	Hold	3,911	–	–	0.01%	261
2024 Q3	$250K	Buy	+3,911	New	+$210K	0.01%	265
2024 Q1	–	Sell	-3,911	Closed	-$226K	–	272
2023 Q4	$226K	Buy	+3,911	New	+$172K	0.01%	231

Other funds holding Z

CIA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

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

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Badgley Phelps Wealth Managers's Z Position: Q3 2025 in Review

Badgley Phelps Wealth Managers sold out of Zillow (Z) in Q3 2025, closing a stake of 3,476 shares — an estimated $243K sold.

Badgley Phelps Wealth Managers first reported a position in Z in Q4 2023 and held it in 5 quarters. The position peaked at $290K in Q4 2024. 527 funds tracked by Wall St. Rank hold Z as of Q3 2025.

Badgley Phelps Wealth Managers reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 3,476 Zillow shares in Q3 2025, an estimated $243K.
Badgley Phelps Wealth Managers first reported a position in Zillow in Q4 2023 and held it in 5 quarters.
Badgley Phelps Wealth Managers's Zillow position peaked at $290K in Q4 2024.
527 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2025, filed 4 Nov 2025.