Kestra Advisory Services’s Zillow ZG Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-683	Closed	-$46.6K	–	4444
2025 Q4	$46.6K	Buy	+683	New	+$48K	﹤0.01%	3990
2025 Q3	–	Sell	-6,414	Closed	-$439K	–	3047
2025 Q2	$439K	Buy	6,414 +262	+4%	+$17.4K	﹤0.01%	2059
2025 Q1	$411K	Sell	6,152 -87	-1%	-$6.43K	﹤0.01%	1946
2024 Q4	$442K	Buy	6,239 +159	+3%	+$11K	﹤0.01%	1954
2024 Q3	$377K	Buy	6,080 +157	+3%	+$8.17K	﹤0.01%	1946
2024 Q2	$267K	Buy	5,923 +70	+1%	+$3.02K	﹤0.01%	2190
2024 Q1	$280K	Buy	5,853 +605	+12%	+$32K	﹤0.01%	2048
2023 Q4	$298K	Buy	+5,248	New	+$225K	﹤0.01%	1850
2021 Q1	–	Sell	-1,473	Closed	-$201K	–	2084
2020 Q4	$201K	Buy	+1,473	New	+$166K	﹤0.01%	1722

Other funds holding ZG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiger Global Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return