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 Q2	$40.6K	Sell	1,287 -127	-9%	-$4.88K	﹤0.01%	1911
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%	1911
2022 Q1	$1K	Buy	+30	New	+$1.61K	﹤0.01%	1671

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's Z Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Zillow (Z) stake by 9% in Q2 2026, selling an estimated $4.88K and leaving 1,287 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

EverSource Wealth Advisors first reported a position in Z in Q1 2022 and has held it in 18 quarters since. The position peaked at $58.5K in Q1 2026. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

EverSource Wealth Advisors held 1,287 shares of Zillow worth $40.6K as of Q2 2026.
EverSource Wealth Advisors sold 127 Zillow shares in Q2 2026, an estimated $4.88K.
Zillow made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1911 holding.
EverSource Wealth Advisors first reported a position in Zillow in Q1 2022 and has held it in 18 quarters since.
EverSource Wealth Advisors's Zillow position peaked at $58.5K in Q1 2026.
416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.