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Beacon Pointe Advisors’s Zillow Z Stock Holding History

Beacon Pointe Advisors’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
Q1 		– Sell
-6,199
Closed -$423K – 1896
2025
Q4 		$423K Buy
6,199
+1,043
+20% +$75.5K ﹤0.01% 1125
2025
Q3 		$397K Buy
+5,156
New +$421K ﹤0.01% 1092
2023
Q4 		– Sell
-4,370
Closed -$202K – 1403
2023
Q3 		$202K Buy
4,370
+349
+9% +$17.9K ﹤0.01% 1232
2023
Q2 		$202K Buy
+4,021
New +$185K ﹤0.01% 1010
2022
Q1 		– Sell
-3,261
Closed -$208K – 1237
2021
Q4 		$208K Sell
3,261
-520
-14% -$37.5K 0.01% 862
2021
Q3 		$333K Sell
3,781
-232
-6% -$23.5K 0.01% 666
2021
Q2 		$490K Buy
4,013
+630
+19% +$76.7K 0.02% 484
2021
Q1 		$438K Buy
3,383
+148
+5% +$22K 0.03% 316
2020
Q4 		$419K Buy
3,235
+150
+5% +$16.6K 0.03% 302
2020
Q3 		$313K Buy
+3,085
New +$241K 0.03% 292

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Beacon Pointe Advisors's Z Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of Zillow (Z) in Q1 2026, closing a stake of 6,199 shares — an estimated $423K sold.

Beacon Pointe Advisors first reported a position in Z in Q3 2020 and held it in 10 quarters. The position peaked at $490K in Q2 2021. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,199 Zillow shares in Q1 2026, an estimated $423K.
  • Beacon Pointe Advisors first reported a position in Zillow in Q3 2020 and held it in 10 quarters.
  • Beacon Pointe Advisors's Zillow position peaked at $490K in Q2 2021.
  • 489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.