Concord Wealth Partners’s Zillow Z Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-536	Closed	-$36.7K	–	906
2025 Q1	$36.7K	Sell	536 -60	-10%	-$4.59K	0.01%	364
2024 Q4	$44.1K	Buy	596 +60	+11%	+$4.29K	0.01%	348
2024 Q3	$34.2K	Hold	536	–	–	0.01%	388
2024 Q2	$24.9K	Hold	536	–	–	﹤0.01%	395
2024 Q1	$26.1K	Buy	+536	New	+$29.2K	﹤0.01%	453
2023 Q4	–	Sell	-536	Closed	-$24.7K	–	1042
2023 Q3	$24.7K	Hold	536	–	–	0.01%	480
2023 Q2	$26.9K	Hold	536	–	–	0.01%	460
2023 Q1	$23.8K	Sell	536 -7	-1%	-$297	0.01%	464
2022 Q4	$17.5K	Buy	+543	New	+$18K	0.01%	543
2022 Q3	–	Sell	-556	Closed	-$18K	–	1201
2022 Q2	$18K	Sell	556 -297	-35%	-$11.9K	﹤0.01%	568
2022 Q1	$42K	Sell	853 -678	-44%	-$36.5K	0.01%	473
2021 Q4	$98K	Buy	1,531 +1,222	+395%	+$88.1K	0.02%	313
2021 Q3	$27K	Sell	309 -1,320	-81%	-$134K	0.01%	328
2021 Q2	$199K	Buy	1,629 +36	+2%	+$4.38K	0.06%	134
2021 Q1	$207K	Buy	1,593 +1,569	+6,538%	+$233K	0.07%	129
2020 Q4	$3K	Buy	+24	New	+$2.65K	﹤0.01%	506

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return