Kestra Private Wealth Services’s Zillow ZG Stock Holding History

Kestra Private Wealth 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
2025 Q3	–	Sell	-5,920	Closed	-$405K	–	1764
2025 Q2	$405K	Buy	5,920 +628	+12%	+$41.6K	0.01%	1131
2025 Q1	$354K	Buy	+5,292	New	+$391K	0.01%	1119
2024 Q4	–	Sell	-3,309	Closed	-$205K	–	1501
2024 Q3	$205K	Buy	+3,309	New	+$172K	﹤0.01%	1260
2024 Q1	–	Sell	-3,990	Closed	-$226K	–	1362
2023 Q4	$226K	Buy	+3,990	New	+$171K	0.01%	1059

Other funds holding ZG

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Private Wealth Services's ZG Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Zillow (ZG) in Q3 2025, closing a stake of 5,920 shares — an estimated $405K sold.

Kestra Private Wealth Services first reported a position in ZG in Q4 2023 and held it in 4 quarters. The position peaked at $405K in Q2 2025. 303 funds tracked by Wall St. Rank hold ZG as of Q3 2025.

Kestra Private Wealth Services reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 5,920 Zillow shares in Q3 2025, an estimated $405K.
Kestra Private Wealth Services first reported a position in Zillow in Q4 2023 and held it in 4 quarters.
Kestra Private Wealth Services's Zillow position peaked at $405K in Q2 2025.
303 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.