EverSource Wealth Advisors’s Zillow Z Stock Holding History

EverSource Wealth Advisors’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	$58.5K	Buy	1,414 +1,045	+283%	+$55.6K	﹤0.01%	1777
2025 Q4	$25.2K	Buy	369 +24	+7%	+$1.74K	﹤0.01%	2233
2025 Q3	$26.6K	Sell	345 -9	-3%	-$735	﹤0.01%	2144
2025 Q2	$24.8K	Buy	354 +53	+18%	+$3.57K	﹤0.01%	2133
2025 Q1	$20.6K	Buy	301 +87	+41%	+$6.65K	﹤0.01%	1674
2024 Q4	$15.8K	Buy	214 +36	+20%	+$2.57K	﹤0.01%	1753
2024 Q3	$11.4K	Buy	178 +17	+11%	+$913	﹤0.01%	1789
2024 Q2	$7.84K	Buy	161 +9	+6%	+$396	﹤0.01%	2002
2024 Q1	$6.47K	Buy	152 +4	+3%	+$218	﹤0.01%	1920
2023 Q4	$8.56K	Hold	148	–	–	﹤0.01%	1632
2023 Q3	$6.83K	Hold	148	–	–	﹤0.01%	1570
2023 Q2	$7.44K	Hold	148	–	–	﹤0.01%	1570
2023 Q1	$6.58K	Hold	148	–	–	﹤0.01%	1545
2022 Q4	$4.77K	Buy	148 +15	+11%	+$497	﹤0.01%	1626
2022 Q3	$4K	Buy	133 +120	+923%	+$4.17K	﹤0.01%	1484
2022 Q2	$0	Sell	13 -17	-57%	-$683	﹤0.01%	1914
2022 Q1	$1K	Buy	+30	New	+$1.61K	﹤0.01%	1671

Other funds holding Z

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

Capital World Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Tiger Global Management

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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