JWA
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JFS Wealth Advisors’s Zillow Z Stock Holding History

JFS Wealth Advisors’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 		$694 Sell
22
-40
-65% -$1.54K ﹤0.01% 1895
2026
Q1 		$2.57K Sell
62
-79
-56% -$4.2K ﹤0.01% 1434
2025
Q4 		$9.62K Buy
141
+37
+36% +$2.68K ﹤0.01% 996
2025
Q3 		$8.01K Hold
104
– – ﹤0.01% 962
2025
Q2 		$7.29K Buy
104
+5
+5% +$337 ﹤0.01% 958
2025
Q1 		$6.79K Buy
99
+5
+5% +$382 ﹤0.01% 1007
2024
Q4 		$6.96K Buy
94
+17
+22% +$1.22K ﹤0.01% 985
2024
Q3 		$4.92K Buy
77
+2
+3% +$107 ﹤0.01% 1128
2024
Q2 		$3.48K Sell
75
-4
-5% -$176 ﹤0.01% 1213
2024
Q1 		$3.85K Hold
79
– – ﹤0.01% 1191
2023
Q4 		$4.57K Buy
79
+6
+8% +$264 ﹤0.01% 1094
2023
Q3 		$3.37K Buy
73
+11
+18% +$565 ﹤0.01% 1157
2023
Q2 		$3.12K Buy
62
+7
+13% +$322 ﹤0.01% 1211
2023
Q1 		$2.45K Buy
55
+16
+41% +$680 ﹤0.01% 1283
2022
Q4 		$1.26K Buy
39
+18
+86% +$596 ﹤0.01% 1544
2022
Q3 		$1K Sell
21
-25
-54% -$868 ﹤0.01% 1685
2022
Q2 		$1K Buy
46
+15
+48% +$603 ﹤0.01% 1684
2022
Q1 		$2K Buy
31
+19
+158% +$1.02K ﹤0.01% 1524
2021
Q4 		$1K Buy
+12
New +$865 ﹤0.01% 1627

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

JFS Wealth Advisors's Z Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Zillow (Z) stake by 65% in Q2 2026, selling an estimated $1.54K and leaving 22 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

JFS Wealth Advisors first reported a position in Z in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.62K in Q4 2025. 414 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • JFS Wealth Advisors held 22 shares of Zillow worth $694 as of Q2 2026.
  • JFS Wealth Advisors sold 40 Zillow shares in Q2 2026, an estimated $1.54K.
  • Zillow made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1895 holding.
  • JFS Wealth Advisors first reported a position in Zillow in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Zillow position peaked at $9.62K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.