Ethic Inc’s Zillow ZG Stock Holding History

Ethic Inc’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Buy	5,053 +1,219	+32%	+$64.4K	﹤0.01%	1146
2025 Q4	$262K	Sell	3,834 -7,309	-66%	-$514K	﹤0.01%	1047
2025 Q3	$829K	Sell	11,143 -1,103	-9%	-$86.8K	0.01%	687
2025 Q2	$835K	Buy	12,246 +2,901	+31%	+$192K	0.02%	674
2025 Q1	$636K	Buy	9,345 +5,457	+140%	+$403K	0.01%	711
2024 Q4	$275K	Sell	3,888 -8,712	-69%	-$601K	0.01%	962
2024 Q3	$603K	Buy	12,600 +119	+1%	+$6.19K	0.02%	714
2024 Q2	$562K	Sell	12,481 -119	-0.9%	-$5.13K	0.01%	735
2024 Q1	$603K	Buy	+12,600	New	+$666K	0.02%	713
2023 Q4	–	Sell	-6,739	Closed	-$302K	–	1104
2023 Q3	$302K	Buy	6,739 +206	+3%	+$10.3K	0.01%	809
2023 Q2	$321K	Sell	6,533 -795	-11%	-$35.8K	0.01%	771
2023 Q1	$320K	Buy	+7,328	New	+$305K	0.01%	777

Other funds holding ZG

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return