Belpointe Asset Management’s Zillow Z Stock Holding History

Belpointe Asset 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	-7,093	Closed	-$547K	–	1118
2025 Q3	$547K	Sell	7,093 -938	-12%	-$76.7K	0.02%	602
2025 Q2	$563K	Sell	8,031 -2,052	-20%	-$138K	0.02%	540
2025 Q1	$691K	Buy	+10,083	New	+$771K	0.04%	450
2023 Q2	–	Sell	-1,144	Closed	-$50.9K	–	3448
2023 Q1	$50.9K	Buy	1,144 +246	+27%	+$10.5K	﹤0.01%	1684
2022 Q4	$28.9K	Buy	+898	New	+$29.7K	﹤0.01%	1929
2021 Q3	–	Sell	-1,035	Closed	-$126K	–	1251
2021 Q2	$126K	Buy	1,035 +212	+26%	+$25.8K	0.01%	1028
2021 Q1	$107K	Buy	+823	New	+$122K	0.01%	982

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's Z Position: Q4 2025 in Review

Belpointe Asset Management sold out of Zillow (Z) in Q4 2025, closing a stake of 7,093 shares — an estimated $547K sold.

Belpointe Asset Management first reported a position in Z in Q1 2021 and held it in 7 quarters. The position peaked at $691K in Q1 2025. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

Belpointe Asset Management reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 7,093 Zillow shares in Q4 2025, an estimated $547K.
Belpointe Asset Management first reported a position in Zillow in Q1 2021 and held it in 7 quarters.
Belpointe Asset Management's Zillow position peaked at $691K in Q1 2025.
529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.