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Legacy Wealth Management (Idaho)’s Ziff Davis ZD Stock Holding History

Legacy Wealth Management (Idaho)’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
-200
Closed -$7.52K – 875
2025
Q1 		$7.52K Hold
200
– – 0.01% 379
2024
Q4 		$10.5K Hold
200
– – 0.01% 284
2024
Q3 		$11.6K Buy
+200
New +$9.53K 0.01% 290

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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ZD Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Ziff Davis (ZD) in Q2 2025, closing a stake of 200 shares — an estimated $7.52K sold.

Legacy Wealth Management (Idaho) first reported a position in ZD in Q3 2024 and held it in 3 quarters. The position peaked at $11.6K in Q3 2024. 275 funds tracked by Wall St. Rank hold ZD as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Ziff Davis position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 200 Ziff Davis shares in Q2 2025, an estimated $7.52K.
  • Legacy Wealth Management (Idaho) first reported a position in Ziff Davis in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Ziff Davis position peaked at $11.6K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.