JWA
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JFS Wealth Advisors’s Zillow ZG Stock Holding History

JFS Wealth Advisors’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 		$377 Sell
12
-6
-33% -$232 ﹤0.01% 2020
2026
Q1 		$746 Sell
18
-26
-59% -$1.37K ﹤0.01% 1720
2025
Q4 		$3K Buy
44
+9
+26% +$633 ﹤0.01% 1423
2025
Q3 		$2.61K Hold
35
– – ﹤0.01% 1362
2025
Q2 		$2.4K Buy
35
+10
+40% +$662 ﹤0.01% 1350
2025
Q1 		$1.67K Hold
25
– – ﹤0.01% 1524
2024
Q4 		$1.77K Hold
25
– – ﹤0.01% 1526
2024
Q3 		$1.55K Buy
25
+8
+47% +$416 ﹤0.01% 1584
2024
Q2 		$766 Hold
17
– – ﹤0.01% 1725
2024
Q1 		$814 Hold
17
– – ﹤0.01% 1701
2023
Q4 		$965 Sell
17
-2
-11% -$86 ﹤0.01% 1665
2023
Q3 		$852 Buy
19
+1
+6% +$50 ﹤0.01% 1633
2023
Q2 		$886 Hold
18
– – ﹤0.01% 1645
2023
Q1 		$787 Buy
18
+2
+13% +$83 ﹤0.01% 1642
2022
Q4 		$499 Buy
16
+11
+220% +$360 ﹤0.01% 1734
2022
Q3 		$0 Sell
5
-12
-71% -$418 ﹤0.01% 1953
2022
Q2 		$1K Buy
17
+5
+42% +$197 ﹤0.01% 1685
2022
Q1 		$1K Buy
12
+7
+140% +$370 ﹤0.01% 1766
2021
Q4 		$0 Sell
5
-65
-93% -$4.67K ﹤0.01% 1907
2021
Q3 		$6K Buy
+70
New +$7.14K ﹤0.01% 709

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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Zillow (ZG) stake by 33% in Q2 2026, selling an estimated $232 and leaving 12 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

JFS Wealth Advisors first reported a position in ZG in Q3 2021 and has held it in 20 quarters since. The position peaked at $6K in Q3 2021. 261 funds tracked by Wall St. Rank hold ZG as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of Zillow worth $377 as of Q2 2026.
  • JFS Wealth Advisors sold 6 Zillow shares in Q2 2026, an estimated $232.
  • Zillow made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2020 holding.
  • JFS Wealth Advisors first reported a position in Zillow in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Zillow position peaked at $6K in Q3 2021.
  • 261 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.