Clearstead Trust’s Zillow ZG Stock Holding History

Clearstead Trust’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
2026 Q2	–	Sell	-145	Closed	-$6K	–	1031
2026 Q1	$6K	Buy	145 +137	+1,713%	+$7.23K	﹤0.01%	714
2025 Q4	$546	Sell	8 -8	-50%	-$563	﹤0.01%	978
2025 Q3	$1.19K	Hold	16	–	–	﹤0.01%	1164
2025 Q2	$1.1K	Buy	16 +13	+433%	+$861	﹤0.01%	1135
2025 Q1	$201	Buy	+3	New	+$222	﹤0.01%	869

Other funds holding ZG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Trust's ZG Position: Q2 2026 in Review

Clearstead Trust sold out of Zillow (ZG) in Q2 2026, closing a stake of 145 shares — an estimated $6K sold.

Clearstead Trust first reported a position in ZG in Q1 2025 and held it in 5 quarters. The position peaked at $6K in Q1 2026. 261 funds tracked by Wall St. Rank hold ZG as of Q2 2026.

Clearstead Trust reported no remaining Zillow position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 145 Zillow shares in Q2 2026, an estimated $6K.
Clearstead Trust first reported a position in Zillow in Q1 2025 and held it in 5 quarters.
Clearstead Trust's Zillow position peaked at $6K in Q1 2026.
261 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.