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GeoWealth Management’s Zillow Z Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-231
Closed -$17.1K – 1807
2024
Q4 		$17.1K Buy
231
+8
+4% +$572 ﹤0.01% 1407
2024
Q3 		$14.2K Buy
+223
New +$12K ﹤0.01% 1332

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
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

GeoWealth Management's Z Position: Q1 2025 in Review

GeoWealth Management sold out of Zillow (Z) in Q1 2025, closing a stake of 231 shares — an estimated $17.1K sold.

GeoWealth Management first reported a position in Z in Q3 2024 and held it in 2 quarters. The position peaked at $17.1K in Q4 2024. 499 funds tracked by Wall St. Rank hold Z as of Q1 2025.

  • GeoWealth Management reported no remaining Zillow position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 231 Zillow shares in Q1 2025, an estimated $17.1K.
  • GeoWealth Management first reported a position in Zillow in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Zillow position peaked at $17.1K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held Zillow as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.