CreativeOne Wealth’s Zillow ZG Stock Holding History

CreativeOne Wealth’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
2026 Q1	–	Sell	-28,352	Closed	-$1.93M	–	1272
2025 Q4	$1.93M	Sell	28,352 -46,155	-62%	-$3.25M	0.05%	343
2025 Q3	$5.55M	Sell	74,507 -16,720	-18%	-$1.32M	0.14%	138
2025 Q2	$6.25M	Sell	91,227 -44,911	-33%	-$2.97M	0.16%	117
2025 Q1	$9.1M	Sell	136,138 -52,245	-28%	-$3.86M	0.27%	73
2024 Q4	$13.3M	Buy	188,383 +8,683	+5%	+$599K	0.41%	50
2024 Q3	$11.1M	Buy	179,700 +111,743	+164%	+$5.82M	0.38%	55
2024 Q2	$3.06M	Buy	+67,957	New	+$2.93M	0.16%	132

Other funds holding ZG

CIA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth's ZG Position: Q1 2026 in Review

CreativeOne Wealth sold out of Zillow (ZG) in Q1 2026, closing a stake of 28,352 shares — an estimated $1.93M sold.

CreativeOne Wealth first reported a position in ZG in Q2 2024 and held it in 7 quarters. The position peaked at $13.3M in Q4 2024. 267 funds tracked by Wall St. Rank hold ZG as of Q1 2026.

CreativeOne Wealth reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 28,352 Zillow shares in Q1 2026, an estimated $1.93M.
CreativeOne Wealth first reported a position in Zillow in Q2 2024 and held it in 7 quarters.
CreativeOne Wealth's Zillow position peaked at $13.3M in Q4 2024.
267 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.