Integrated Wealth Concepts’s Zillow Z Stock Holding History

Integrated Wealth Concepts’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 Q2	–	Sell	-2,936	Closed	-$201K	–	2017
2025 Q1	$201K	Sell	2,936 -800	-21%	-$61.1K	﹤0.01%	1623
2024 Q4	$277K	Sell	3,736 -25	-0.7%	-$1.79K	﹤0.01%	1417
2024 Q3	$240K	Buy	+3,761	New	+$202K	﹤0.01%	1474
2024 Q1	–	Sell	-3,728	Closed	-$216K	–	1710
2023 Q4	$216K	Buy	+3,728	New	+$164K	﹤0.01%	1432
2023 Q3	–	Sell	-4,004	Closed	-$201K	–	1636
2023 Q2	$201K	Buy	+4,004	New	+$184K	﹤0.01%	1428

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Integrated Wealth Concepts's Z Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Zillow (Z) in Q2 2025, closing a stake of 2,936 shares — an estimated $201K sold.

Integrated Wealth Concepts first reported a position in Z in Q2 2023 and held it in 5 quarters. The position peaked at $277K in Q4 2024. 480 funds tracked by Wall St. Rank hold Z as of Q2 2025.

Integrated Wealth Concepts reported no remaining Zillow position as of Q2 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 2,936 Zillow shares in Q2 2025, an estimated $201K.
Integrated Wealth Concepts first reported a position in Zillow in Q2 2023 and held it in 5 quarters.
Integrated Wealth Concepts's Zillow position peaked at $277K in Q4 2024.
480 funds tracked by Wall St. Rank held Zillow as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.