Erste Asset Management’s Zillow Z Stock Holding History

Erste Asset 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 Q1	–	Sell	-310,000	Closed	-$16.5M	–	659
2025 Q4	$21.1M	Sell	310,000 -70,000	-18%	-$5.07M	0.18%	123
2025 Q3	$30.6M	Buy	380,000 +80,000	+27%	+$6.54M	0.3%	93
2025 Q2	$21M	Buy	300,000 +25,000	+9%	+$1.68M	0.18%	126
2025 Q1	$18.9M	Buy	275,000 +135,000	+96%	+$10.3M	0.24%	101
2024 Q4	$10.4M	Sell	140,000 -60,000	-30%	-$4.29M	0.13%	158
2024 Q3	$13.1M	Hold	200,000	–	–	0.16%	143
2024 Q2	$9.36M	Buy	+200,000	New	+$8.8M	0.12%	157

Other funds holding Z

CIA

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Erste Asset Management's Z Position: Q1 2026 in Review

Erste Asset Management sold out of Zillow (Z) in Q1 2026, closing a stake of 310,000 shares — an estimated $16.5M sold.

Erste Asset Management first reported a position in Z in Q2 2024 and held it in 7 quarters. The position peaked at $30.6M in Q3 2025. 492 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Erste Asset Management reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
Erste Asset Management sold 310,000 Zillow shares in Q1 2026, an estimated $16.5M.
Erste Asset Management first reported a position in Zillow in Q2 2024 and held it in 7 quarters.
Erste Asset Management's Zillow position peaked at $30.6M in Q3 2025.
492 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Erste Asset Management's 13F filing for Q1 2026, filed 11 May 2026.