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

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

Fidelity Investments

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

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

Capital World Investors

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

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

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

Geode Capital Management

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