Great Valley Advisor Group’s Zillow ZG Stock Holding History

Great Valley Advisor Group’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469K	Hold	14,953	–	–	0.01%	743
2026 Q1	$619K	Buy	+14,953	New	+$790K	0.01%	617
2022 Q2	–	Sell	-5,873	Closed	-$283K	–	729
2022 Q1	$283K	Buy	5,873 +2,260	+63%	+$120K	0.02%	495
2021 Q4	$225K	Buy	+3,613	New	+$259K	0.01%	552

Other funds holding ZG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Valley Advisor Group's ZG Position: Q2 2026 in Review

Great Valley Advisor Group held its Zillow (ZG) position steady in Q2 2026 at 14,953 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #743.

Great Valley Advisor Group first reported a position in ZG in Q4 2021 and has held it in 4 quarters since. The position peaked at $619K in Q1 2026. 261 funds tracked by Wall St. Rank hold ZG as of Q2 2026.

Great Valley Advisor Group held 14,953 shares of Zillow worth $469K as of Q2 2026.
Great Valley Advisor Group left its Zillow share count unchanged in Q2 2026.
Zillow made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #743 holding.
Great Valley Advisor Group first reported a position in Zillow in Q4 2021 and has held it in 4 quarters since.
Great Valley Advisor Group's Zillow position peaked at $619K in Q1 2026.
261 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.