CWM
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Copia Wealth Management’s Zillow Z Stock Holding History

Copia Wealth Management’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
Q2 		$1.17K Buy
37
+22
+147% +$845 ﹤0.01% 503
2026
Q1 		$621 Hold
15
– – ﹤0.01% 490
2025
Q4 		$1.02K Hold
15
– – ﹤0.01% 467
2025
Q3 		$1.16K Hold
15
– – ﹤0.01% 429
2025
Q2 		$1.05K Hold
15
– – ﹤0.01% 417
2025
Q1 		$1.03K Hold
15
– – ﹤0.01% 400
2024
Q4 		$1.11K Buy
+15
New +$1.07K ﹤0.01% 376

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Copia Wealth Management's Z Position: Q2 2026 in Review

Copia Wealth Management increased its Zillow (Z) stake by 147% in Q2 2026, buying an estimated $845 and bringing the position to 37 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Copia Wealth Management first reported a position in Z in Q4 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • Copia Wealth Management held 37 shares of Zillow worth $1.17K as of Q2 2026.
  • Copia Wealth Management bought 22 Zillow shares in Q2 2026, an estimated $845.
  • Zillow made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #503 holding.
  • Copia Wealth Management first reported a position in Zillow in Q4 2024 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.