FCA
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Fortis Capital Advisors’s Zillow Z Stock Holding History

Fortis Capital 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
2025
Q4 		– Sell
-7,093
Closed -$547K – 349
2025
Q3 		$547K Sell
7,093
-938
-12% -$76.7K 0.09% 173
2025
Q2 		$563K Sell
8,031
-2,052
-20% -$138K 0.1% 153
2025
Q1 		$691K Buy
+10,083
New +$771K 0.14% 125

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Capital Advisors's Z Position: Q4 2025 in Review

Fortis Capital Advisors sold out of Zillow (Z) in Q4 2025, closing a stake of 7,093 shares — an estimated $547K sold.

Fortis Capital Advisors first reported a position in Z in Q1 2025 and held it in 3 quarters. The position peaked at $691K in Q1 2025. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

  • Fortis Capital Advisors reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 7,093 Zillow shares in Q4 2025, an estimated $547K.
  • Fortis Capital Advisors first reported a position in Zillow in Q1 2025 and held it in 3 quarters.
  • Fortis Capital Advisors's Zillow position peaked at $691K in Q1 2025.
  • 529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.