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Kathleen S. Wright Associates’s Ziff Davis ZD Stock Holding History

Kathleen S. Wright Associates’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-350
Closed -$13.2K – 257
2025
Q1 		$13.2K Hold
350
– – 0.01% 212
2024
Q4 		$19K Hold
350
– – 0.01% 196
2024
Q3 		$17K Buy
+350
New +$16.7K 0.01% 216

Other funds holding ZD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Kathleen S. Wright Associates's ZD Position: Q2 2025 in Review

Kathleen S. Wright Associates sold out of Ziff Davis (ZD) in Q2 2025, closing a stake of 350 shares — an estimated $13.2K sold.

Kathleen S. Wright Associates first reported a position in ZD in Q3 2024 and held it in 3 quarters. The position peaked at $19K in Q4 2024. 276 funds tracked by Wall St. Rank hold ZD as of Q2 2025.

  • Kathleen S. Wright Associates reported no remaining Ziff Davis position as of Q2 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 350 Ziff Davis shares in Q2 2025, an estimated $13.2K.
  • Kathleen S. Wright Associates first reported a position in Ziff Davis in Q3 2024 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Ziff Davis position peaked at $19K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2025, filed 31 Jul 2025.