Forum Financial Management’s Zillow Z Stock Holding History

Forum Financial Management’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	–	Sell	-5,226	Closed	-$357K	–	1005
2025 Q4	$357K	Sell	5,226 -1	-0%	-$72	﹤0.01%	654
2025 Q3	$403K	Buy	5,227 +2	+0%	+$163	0.01%	568
2025 Q2	$366K	Buy	5,225 +1,121	+27%	+$75.5K	0.01%	552
2025 Q1	$281K	Buy	4,104 +2	+0%	+$153	﹤0.01%	624
2024 Q4	$304K	Buy	4,102 +16	+0.4%	+$1.14K	0.01%	607
2024 Q3	$261K	Buy	+4,086	New	+$219K	﹤0.01%	588
2024 Q1	–	Sell	-4,073	Closed	-$236K	–	760
2023 Q4	$236K	Buy	+4,073	New	+$180K	﹤0.01%	571
2023 Q3	–	Sell	-4,073	Closed	-$205K	–	681
2023 Q2	$205K	Buy	+4,073	New	+$187K	﹤0.01%	607

Other funds holding Z

CIA

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Forum Financial Management's Z Position: Q1 2026 in Review

Forum Financial Management sold out of Zillow (Z) in Q1 2026, closing a stake of 5,226 shares — an estimated $357K sold.

Forum Financial Management first reported a position in Z in Q2 2023 and held it in 8 quarters. The position peaked at $403K in Q3 2025. 491 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Forum Financial Management reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,226 Zillow shares in Q1 2026, an estimated $357K.
Forum Financial Management first reported a position in Zillow in Q2 2023 and held it in 8 quarters.
Forum Financial Management's Zillow position peaked at $403K in Q3 2025.
491 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.