CarsonAllaria Wealth Management’s Zillow Z Stock Holding History

CarsonAllaria 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
2025 Q3	–	Sell	-204	Closed	-$14.3K	–	346
2025 Q2	$14.3K	Hold	204	–	–	0.01%	225
2025 Q1	$14K	Buy	204 +75	+58%	+$5.73K	0.01%	225
2024 Q4	$9.55K	Hold	129	–	–	0.01%	254
2024 Q3	$8.24K	Hold	129	–	–	﹤0.01%	275
2024 Q2	$5.98K	Hold	129	–	–	﹤0.01%	282
2024 Q1	$6.29K	Hold	129	–	–	﹤0.01%	278
2023 Q4	$7.46K	Hold	129	–	–	0.01%	236
2023 Q3	$5.96K	Hold	129	–	–	﹤0.01%	245
2023 Q2	$6.48K	Buy	129 +22	+21%	+$1.01K	0.01%	252
2023 Q1	$4.76K	Buy	107 +23	+27%	+$977	﹤0.01%	259
2022 Q4	$3K	Hold	84	–	–	﹤0.01%	274
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	290
2022 Q2	$3K	Hold	84	–	–	﹤0.01%	272
2022 Q1	$4K	Hold	84	–	–	﹤0.01%	277
2021 Q4	$5K	Buy	+84	New	+$6.05K	﹤0.01%	275

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CarsonAllaria Wealth Management's Z Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Zillow (Z) in Q3 2025, closing a stake of 204 shares — an estimated $14.3K sold.

CarsonAllaria Wealth Management first reported a position in Z in Q4 2021 and held it in 15 quarters. The position peaked at $14.3K in Q2 2025. 527 funds tracked by Wall St. Rank hold Z as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 204 Zillow shares in Q3 2025, an estimated $14.3K.
CarsonAllaria Wealth Management first reported a position in Zillow in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Zillow position peaked at $14.3K in Q2 2025.
527 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.