Concord Wealth Partners’s Zillow ZG Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-268	Closed	-$17.9K	–	907
2025 Q1	$17.9K	Hold	268	–	–	﹤0.01%	444
2024 Q4	$19K	Hold	268	–	–	﹤0.01%	462
2024 Q3	$16.6K	Hold	268	–	–	﹤0.01%	501
2024 Q2	$12.1K	Hold	268	–	–	﹤0.01%	485
2024 Q1	$12.8K	Buy	+268	New	+$14.2K	﹤0.01%	545
2023 Q4	–	Sell	-268	Closed	-$12K	–	1043
2023 Q3	$12K	Hold	268	–	–	﹤0.01%	589
2023 Q2	$13.2K	Hold	268	–	–	﹤0.01%	568
2023 Q1	$11.7K	Hold	268	–	–	﹤0.01%	569
2022 Q4	$8.36K	Buy	+268	New	+$8.78K	﹤0.01%	659
2022 Q3	–	Sell	-268	Closed	-$9K	–	1204
2022 Q2	$9K	Hold	268	–	–	﹤0.01%	719
2022 Q1	$13K	Hold	268	–	–	﹤0.01%	721
2021 Q4	$17K	Buy	+268	New	+$19.2K	﹤0.01%	686
2021 Q3	–	Sell	-268	Closed	-$33K	–	1055
2021 Q2	$33K	Hold	268	–	–	0.01%	412
2021 Q1	$35K	Buy	+268	New	+$41.4K	0.01%	391

Other funds holding ZG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

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

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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