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Kestra Private Wealth Services’s Zillow Z Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-6,960
Closed -$475K – 1888
2025
Q4 		$475K Buy
6,960
+1,367
+24% +$99K 0.01% 1192
2025
Q3 		$431K Buy
+5,593
New +$457K 0.01% 1174

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Tiger Global Management
Tiger Global Management New York $24B 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Kestra Private Wealth Services's Z Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Zillow (Z) in Q1 2026, closing a stake of 6,960 shares — an estimated $475K sold.

Kestra Private Wealth Services first reported a position in Z in Q3 2025 and held it in 2 quarters. The position peaked at $475K in Q4 2025. 491 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,960 Zillow shares in Q1 2026, an estimated $475K.
  • Kestra Private Wealth Services first reported a position in Zillow in Q3 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Zillow position peaked at $475K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.