HWM
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HB Wealth Management’s Zillow Z Stock Holding History

HB Wealth 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
Q2 		$3.27M Sell
103,713
-99,087
-49% -$3.81M 0.02% 358
2026
Q1 		$8.39M Buy
202,800
+1,726
+0.9% +$91.8K 0.05% 181
2025
Q4 		$13.7M Buy
201,074
+155
+0.1% +$11.2K 0.09% 127
2025
Q3 		$15.5M Buy
200,919
+139
+0.1% +$11.4K 0.1% 105
2025
Q2 		$14.1M Buy
+200,780
New +$13.5M 0.11% 100

Other funds holding Z

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HB Wealth Management's Z Position: Q2 2026 in Review

HB Wealth Management reduced its Zillow (Z) stake by 49% in Q2 2026, selling an estimated $3.81M and leaving 103,713 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #358.

HB Wealth Management first reported a position in Z in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.5M in Q3 2025. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • HB Wealth Management held 103,713 shares of Zillow worth $3.27M as of Q2 2026.
  • HB Wealth Management sold 99,087 Zillow shares in Q2 2026, an estimated $3.81M.
  • Zillow made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #358 holding.
  • HB Wealth Management first reported a position in Zillow in Q2 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Zillow position peaked at $15.5M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.