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	–	1037
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	–	1203
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

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

Norges Bank Oslo, Norway $1T AUM

IFP

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 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

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

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

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

Concord Wealth Partners sold out of Zillow (ZG) in Q2 2025, closing a stake of 268 shares — an estimated $17.9K sold.

Concord Wealth Partners first reported a position in ZG in Q1 2021 and held it in 14 quarters. The position peaked at $35K in Q1 2021. 280 funds tracked by Wall St. Rank hold ZG 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 268 Zillow shares in Q2 2025, an estimated $17.9K.
Concord Wealth Partners first reported a position in Zillow in Q1 2021 and held it in 14 quarters.
Concord Wealth Partners's Zillow position peaked at $35K in Q1 2021.
280 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.