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 $2.93B AUM 37.21% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

IFP

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of Zillow (ZG) in Q3 2025, closing a stake of 141 shares — an estimated $9.66K sold.

CarsonAllaria Wealth Management first reported a position in ZG in Q4 2021 and held it in 15 quarters. The position peaked at $17K in Q4 2021. 303 funds tracked by Wall St. Rank hold ZG 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 141 Zillow shares in Q3 2025, an estimated $9.66K.
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 $17K in Q4 2021.
303 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.