BHWM
Z icon

Bay Harbor Wealth Management’s Zillow Z Stock Holding History

Bay Harbor 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
2026
Q2 		– Sell
-2
Closed -$82 – 1349
2026
Q1 		$82 Sell
2
-16
-89% -$851 ﹤0.01% 1227
2025
Q4 		$1.23K Buy
18
+7
+64% +$507 ﹤0.01% 584
2025
Q3 		$847 Hold
11
– – ﹤0.01% 569
2025
Q2 		$770 Buy
11
+7
+175% +$472 ﹤0.01% 519
2025
Q1 		$274 Buy
+4
New +$306 ﹤0.01% 582

Other funds holding Z

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's Z Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of Zillow (Z) in Q2 2026, closing a stake of 2 shares — an estimated $82 sold.

Bay Harbor Wealth Management first reported a position in Z in Q1 2025 and held it in 5 quarters. The position peaked at $1.23K in Q4 2025. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining Zillow position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 Zillow shares in Q2 2026, an estimated $82.
  • Bay Harbor Wealth Management first reported a position in Zillow in Q1 2025 and held it in 5 quarters.
  • Bay Harbor Wealth Management's Zillow position peaked at $1.23K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.