Consilio Wealth Advisors’s Zillow Z Stock Holding History

Consilio Wealth Advisors’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
2026 Q1	–	Sell	-4,514	Closed	-$308K	–	111
2025 Q4	$308K	Hold	4,514	–	–	0.09%	68
2025 Q3	$348K	Hold	4,514	–	–	0.11%	53
2025 Q2	$315K	Hold	4,514	–	–	0.11%	52
2025 Q1	$309K	Hold	4,514	–	–	0.13%	48
2024 Q4	$334K	Hold	4,514	–	–	0.14%	46
2024 Q3	$288K	Buy	4,514 +10	+0.2%	+$537	0.12%	51
2024 Q2	$209K	Sell	4,504 -8	-0.2%	-$352	0.09%	61
2024 Q1	$220K	Buy	4,512 +7	+0.2%	+$381	0.1%	58
2023 Q4	$261K	Buy	+4,505	New	+$199K	0.13%	47
2023 Q3	–	Sell	-4,473	Closed	-$225K	–	51
2023 Q2	$225K	Buy	+4,473	New	+$206K	0.12%	45

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IFP

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

Consilio Wealth Advisors's Z Position: Q1 2026 in Review

Consilio Wealth Advisors sold out of Zillow (Z) in Q1 2026, closing a stake of 4,514 shares — an estimated $308K sold.

Consilio Wealth Advisors first reported a position in Z in Q2 2023 and held it in 10 quarters. The position peaked at $348K in Q3 2025. 491 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Consilio Wealth Advisors reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
Consilio Wealth Advisors sold 4,514 Zillow shares in Q1 2026, an estimated $308K.
Consilio Wealth Advisors first reported a position in Zillow in Q2 2023 and held it in 10 quarters.
Consilio Wealth Advisors's Zillow position peaked at $348K in Q3 2025.
491 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.