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Bogart Wealth LLC’s Zillow Z Stock Holding History

Bogart Wealth LLC’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 		$504 Buy
16
+5
+45% +$192 ﹤0.01% 1797
2026
Q1 		$455 Buy
11
+3
+38% +$160 ﹤0.01% 1621
2025
Q4 		$546 Hold
8
– – ﹤0.01% 1442
2025
Q3 		$616 Hold
8
– – ﹤0.01% 1360
2025
Q2 		$560 Buy
+8
New +$539 ﹤0.01% 1319
2024
Q2 		– Sell
-103
Closed -$5.02K – 1181
2024
Q1 		$5.02K Buy
+103
New +$5.61K ﹤0.01% 767
2022
Q2 		– Sell
-269
Closed -$13K – 996
2022
Q1 		$13K Buy
+269
New +$14.5K ﹤0.01% 460

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

Bogart Wealth LLC's Z Position: Q2 2026 in Review

Bogart Wealth LLC increased its Zillow (Z) stake by 45% in Q2 2026, buying an estimated $192 and bringing the position to 16 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Bogart Wealth LLC first reported a position in Z in Q1 2022 and has held it in 7 quarters since. The position peaked at $13K in Q1 2022. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • Bogart Wealth LLC held 16 shares of Zillow worth $504 as of Q2 2026.
  • Bogart Wealth LLC bought 5 Zillow shares in Q2 2026, an estimated $192.
  • Zillow made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1797 holding.
  • Bogart Wealth LLC first reported a position in Zillow in Q1 2022 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Zillow position peaked at $13K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.