Intrua Financial’s Zillow Z Stock Holding History

Intrua Financial’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	-6,655	Closed	-$456K	–	401
2025 Q1	$456K	Sell	6,655 -25	-0.4%	-$1.91K	0.07%	212
2024 Q4	$495K	Hold	6,680	–	–	0.08%	198
2024 Q3	$427K	Sell	6,680 -354	-5%	-$19K	0.06%	248
2024 Q2	$326K	Hold	7,034	–	–	0.05%	291
2024 Q1	$343K	Sell	7,034 -2,467	-26%	-$134K	0.05%	296
2023 Q4	$550K	Hold	9,501	–	–	0.08%	212
2023 Q3	$439K	Hold	9,501	–	–	0.07%	217
2023 Q2	$478K	Buy	9,501 +200	+2%	+$9.2K	0.08%	205
2023 Q1	$417K	Sell	9,301 -1,400	-13%	-$59.5K	0.09%	206
2022 Q4	$447K	Sell	10,701 -4	-0%	-$133	0.1%	196
2022 Q3	$306K	Sell	10,705 -6,314	-37%	-$219K	0.08%	222
2022 Q2	$540K	Sell	17,019 -1,427	-8%	-$57.3K	0.11%	191
2022 Q1	$909K	Sell	18,446 -5,525	-23%	-$297K	0.16%	130
2021 Q4	$1.53M	Buy	+23,971	New	+$1.73M	0.27%	83

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 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 $2.9T AUM 29.55% 1-Year Est. Return

Intrua Financial's Z Position: Q2 2025 in Review

Intrua Financial sold out of Zillow (Z) in Q2 2025, closing a stake of 6,655 shares — an estimated $456K sold.

Intrua Financial first reported a position in Z in Q4 2021 and held it in 14 quarters. The position peaked at $1.53M in Q4 2021. 479 funds tracked by Wall St. Rank hold Z as of Q2 2025.

Intrua Financial reported no remaining Zillow position as of Q2 2025 after selling out during the quarter.
Intrua Financial sold 6,655 Zillow shares in Q2 2025, an estimated $456K.
Intrua Financial first reported a position in Zillow in Q4 2021 and held it in 14 quarters.
Intrua Financial's Zillow position peaked at $1.53M in Q4 2021.
479 funds tracked by Wall St. Rank held Zillow as of Q2 2025.

Based on Intrua Financial's 13F filing for Q2 2025, filed 8 Aug 2025.