Financial Perspectives’s Zillow Z Stock Holding History

Financial Perspectives’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
2025 Q1	–	Sell	-11	Closed	-$815	–	731
2024 Q4	$815	Hold	11	–	–	﹤0.01%	668
2024 Q3	$702	Hold	11	–	–	﹤0.01%	632
2024 Q2	$510	Hold	11	–	–	﹤0.01%	636
2024 Q1	$537	Hold	11	–	–	﹤0.01%	626
2023 Q4	$636	Hold	11	–	–	﹤0.01%	648
2023 Q3	$508	Hold	11	–	–	﹤0.01%	662
2023 Q2	$553	Hold	11	–	–	﹤0.01%	645
2023 Q1	$489	Hold	11	–	–	﹤0.01%	645
2022 Q4	$354	Hold	11	–	–	﹤0.01%	649
2022 Q3	$315	Hold	11	–	–	﹤0.01%	665
2022 Q2	$349	Hold	11	–	–	﹤0.01%	664
2022 Q1	$542	Hold	11	–	–	﹤0.01%	659
2021 Q4	$702	Sell	11 -55	-83%	-$3.96K	﹤0.01%	615
2021 Q3	$5.82K	Hold	66	–	–	﹤0.01%	494
2021 Q2	$8.07K	Hold	66	–	–	﹤0.01%	483
2021 Q1	$8.56K	Buy	+66	New	+$9.79K	﹤0.01%	451

Other funds holding Z

CIA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Financial Perspectives's Z Position: Q1 2025 in Review

Financial Perspectives sold out of Zillow (Z) in Q1 2025, closing a stake of 11 shares — an estimated $815 sold.

Financial Perspectives first reported a position in Z in Q1 2021 and held it in 16 quarters. The position peaked at $8.56K in Q1 2021. 499 funds tracked by Wall St. Rank hold Z as of Q1 2025.

Financial Perspectives reported no remaining Zillow position as of Q1 2025 after selling out during the quarter.
Financial Perspectives sold 11 Zillow shares in Q1 2025, an estimated $815.
Financial Perspectives first reported a position in Zillow in Q1 2021 and held it in 16 quarters.
Financial Perspectives's Zillow position peaked at $8.56K in Q1 2021.
499 funds tracked by Wall St. Rank held Zillow as of Q1 2025.

Based on Financial Perspectives's 13F filing for Q1 2025, filed 18 Apr 2025.