Dogwood Wealth Management’s Zillow Z Stock Holding History

Dogwood 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
2025 Q4	–	Sell	-50	Closed	-$3.85K	–	829
2025 Q3	$3.85K	Buy	+50	New	+$4.09K	﹤0.01%	442

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

IFP

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Dogwood Wealth Management's Z Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Zillow (Z) in Q4 2025, closing a stake of 50 shares — an estimated $3.85K sold.

Dogwood Wealth Management first reported a position in Z in Q3 2025 and held it in 1 quarter. The position peaked at $3.85K in Q3 2025. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

Dogwood Wealth Management reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
Dogwood Wealth Management sold 50 Zillow shares in Q4 2025, an estimated $3.85K.
Dogwood Wealth Management first reported a position in Zillow in Q3 2025 and held it in 1 quarter.
Dogwood Wealth Management's Zillow position peaked at $3.85K in Q3 2025.
529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.