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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 – 1036
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 – 1200
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

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Concord Wealth Partners's Z Position: Q2 2025 in Review

Concord Wealth Partners sold out of Zillow (Z) in Q2 2025, closing a stake of 536 shares — an estimated $36.7K sold.

Concord Wealth Partners first reported a position in Z in Q4 2020 and held it in 16 quarters. The position peaked at $207K in Q1 2021. 480 funds tracked by Wall St. Rank hold Z as of Q2 2025.

  • Concord Wealth Partners reported no remaining Zillow position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 536 Zillow shares in Q2 2025, an estimated $36.7K.
  • Concord Wealth Partners first reported a position in Zillow in Q4 2020 and held it in 16 quarters.
  • Concord Wealth Partners's Zillow position peaked at $207K in Q1 2021.
  • 480 funds tracked by Wall St. Rank held Zillow as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.