Ellevest Inc’s Zillow Z Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-3,920	Closed	-$269K	–	446
2025 Q1	$269K	Buy	+3,920	New	+$300K	0.02%	314
2023 Q2	–	Sell	-2,095	Closed	-$93.2K	–	1671
2023 Q1	$93.2K	Buy	2,095 +480	+30%	+$20.4K	0.01%	465
2022 Q4	$52K	Buy	1,615 +1,009	+167%	+$33.4K	﹤0.01%	595
2022 Q3	$17K	Sell	606 -334	-36%	-$11.6K	﹤0.01%	869
2022 Q2	$30K	Buy	940 +328	+54%	+$13.2K	﹤0.01%	684
2022 Q1	$30K	Sell	612 -26	-4%	-$1.4K	﹤0.01%	649
2021 Q4	$41K	Buy	+638	New	+$46K	﹤0.01%	562
2020 Q4	–	Sell	-195	Closed	-$20K	–	1380
2020 Q3	$20K	Buy	+195	New	+$15.2K	﹤0.01%	523

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

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

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

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

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

Ellevest Inc's Z Position: Q2 2025 in Review

Ellevest Inc sold out of Zillow (Z) in Q2 2025, closing a stake of 3,920 shares — an estimated $269K sold.

Ellevest Inc first reported a position in Z in Q3 2020 and held it in 8 quarters. The position peaked at $269K in Q1 2025. 480 funds tracked by Wall St. Rank hold Z as of Q2 2025.

Ellevest Inc reported no remaining Zillow position as of Q2 2025 after selling out during the quarter.
Ellevest Inc sold 3,920 Zillow shares in Q2 2025, an estimated $269K.
Ellevest Inc first reported a position in Zillow in Q3 2020 and held it in 8 quarters.
Ellevest Inc's Zillow position peaked at $269K in Q1 2025.
480 funds tracked by Wall St. Rank held Zillow as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.