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Essential Partners’s Zillow Z Stock Holding History

Essential Partners’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
Q3 		$26.2K Buy
966
+615
+175% +$20.3K 0.01% 822
2026
Q2 		$11.1K Buy
351
+55
+19% +$2.11K 0.01% 1178
2026
Q1 		$12.2K Buy
+296
New +$15.7K ﹤0.01% 1153
2025
Q4 		– Sell
-2
Closed -$154 – 2937
2025
Q3 		$154 Buy
+2
New +$163 ﹤0.01% 2435

Other funds holding Z

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Essential Partners's Z Position: Q3 2026 in Review

Essential Partners increased its Zillow (Z) stake by 175% in Q3 2026, buying an estimated $20.3K and bringing the position to 966 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #822.

Essential Partners first reported a position in Z in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold Z as of Q3 2026.

  • Essential Partners held 966 shares of Zillow worth $26.2K as of Q3 2026.
  • Essential Partners bought 615 Zillow shares in Q3 2026, an estimated $20.3K.
  • Zillow made up 0.01% of Essential Partners's portfolio in Q3 2026, its #822 holding.
  • Essential Partners first reported a position in Zillow in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.