CWM
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CarsonAllaria Wealth Management’s Zillow ZG Stock Holding History

CarsonAllaria Wealth Management’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-141
Closed -$9.66K – 347
2025
Q2 		$9.66K Sell
141
-14
-9% -$927 0.01% 252
2025
Q1 		$10.4K Buy
155
+18
+13% +$1.33K 0.01% 249
2024
Q4 		$9.71K Hold
137
– – 0.01% 251
2024
Q3 		$8.48K Sell
137
-63
-32% -$3.28K ﹤0.01% 268
2024
Q2 		$9.01K Hold
200
– – 0.01% 256
2024
Q1 		$9.57K Sell
200
-17
-8% -$899 0.01% 254
2023
Q4 		$12.3K Hold
217
– – 0.01% 202
2023
Q3 		$9.72K Sell
217
-44
-17% -$2.21K 0.01% 209
2023
Q2 		$12.8K Sell
261
-17
-6% -$767 0.01% 203
2023
Q1 		$12.1K Hold
278
– – 0.01% 197
2022
Q4 		$9K Sell
278
-75
-21% -$2.46K 0.01% 201
2022
Q3 		$10K Sell
353
-22
-6% -$767 0.01% 195
2022
Q2 		$12K Buy
375
+71
+23% +$2.8K 0.01% 178
2022
Q1 		$15K Buy
304
+37
+14% +$1.96K 0.01% 174
2021
Q4 		$17K Buy
+267
New +$19.2K 0.02% 184

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return