Blue Trust Inc’s Zillow Z Stock Holding History

Blue Trust Inc’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	$12.2K	Sell	295 -91	-24%	-$4.84K	﹤0.01%	1787
2025 Q4	$26.3K	Buy	386 +81	+27%	+$5.87K	﹤0.01%	1592
2025 Q3	$23.5K	Buy	305 +145	+91%	+$11.8K	﹤0.01%	1620
2025 Q2	$11.2K	Buy	160 +14	+10%	+$943	﹤0.01%	1844
2025 Q1	$10K	Buy	146 +13	+10%	+$994	﹤0.01%	1892
2024 Q4	$9.85K	Sell	133 -652	-83%	-$46.6K	﹤0.01%	1902
2024 Q3	$36.4K	Buy	785 +313	+66%	+$16.8K	﹤0.01%	1700
2024 Q2	$23K	Buy	472 +471	+47,100%	+$20.7K	﹤0.01%	1593
2024 Q1	$49	Sell	1 -71	-99%	-$3.87K	﹤0.01%	2130
2023 Q4	$3K	Buy	+72	New	+$3.17K	﹤0.01%	2065
2023 Q3	–	Sell	-16	Closed	-$1K	–	2324
2023 Q2	$1K	Sell	16 -21	-57%	-$966	﹤0.01%	1962
2023 Q1	$1K	Buy	37 +21	+131%	+$892	﹤0.01%	2238
2022 Q4	$0	Sell	16 -45	-74%	-$1.49K	﹤0.01%	2506
2022 Q3	$2K	Buy	+61	New	+$2.12K	﹤0.01%	1847

Other funds holding Z

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $43.1B AUM 23.42% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return