Denver PWM’s Zillow Z Stock Holding History

Denver PWM’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
2025 Q1	–	Sell	-849	Closed	-$62.9K	–	231
2024 Q4	$62.9K	Sell	849 -270	-24%	-$19.3K	0.02%	94
2024 Q3	$71.4K	Sell	1,119 -917	-45%	-$49.2K	0.03%	97
2024 Q2	$94.5K	Buy	+2,036	New	+$89.6K	0.04%	88

Other funds holding Z

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Denver PWM's Z Position: Q1 2025 in Review

Denver PWM sold out of Zillow (Z) in Q1 2025, closing a stake of 849 shares — an estimated $62.9K sold.

Denver PWM first reported a position in Z in Q2 2024 and held it in 3 quarters. The position peaked at $94.5K in Q2 2024. 499 funds tracked by Wall St. Rank hold Z as of Q1 2025.

Denver PWM reported no remaining Zillow position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 849 Zillow shares in Q1 2025, an estimated $62.9K.
Denver PWM first reported a position in Zillow in Q2 2024 and held it in 3 quarters.
Denver PWM's Zillow position peaked at $94.5K in Q2 2024.
499 funds tracked by Wall St. Rank held Zillow as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.