Level Four Advisory Services’s Zillow Z Stock Holding History

Level Four Advisory 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	$2.22M	Buy	53,614 +7,890	+17%	+$420K	0.07%	276
2025 Q4	$3.12M	Buy	45,724 +4,896	+12%	+$355K	0.1%	223
2025 Q3	$3.15M	Sell	40,828 -3,417	-8%	-$279K	0.11%	217
2025 Q2	$3.1M	Buy	44,245 +226	+0.5%	+$15.2K	0.11%	214
2025 Q1	$3.02M	Sell	44,019 -659	-1%	-$50.4K	0.12%	204
2024 Q4	$3.31M	Buy	44,678 +1,453	+3%	+$104K	0.14%	180
2024 Q3	$2.6M	Sell	43,225 -453	-1%	-$24.3K	0.11%	208
2024 Q2	$2.03M	Buy	43,678 +8,756	+25%	+$385K	0.09%	238
2024 Q1	$2.02M	Buy	34,922 +1,864	+6%	+$101K	0.11%	201
2023 Q4	$1.91M	Buy	33,058 +282	+0.9%	+$12.4K	0.11%	204
2023 Q3	$1.51M	Buy	32,776 +828	+3%	+$42.6K	0.1%	226
2023 Q2	$1.61M	Buy	31,948 +815	+3%	+$37.5K	0.1%	223
2023 Q1	$1.38M	Buy	31,133 +7,145	+30%	+$304K	0.09%	223
2022 Q4	$773K	Sell	23,988 -7,814	-25%	-$259K	0.06%	302
2022 Q3	$910K	Buy	31,802 +1,442	+5%	+$50.1K	0.09%	221
2022 Q2	$964K	Sell	30,360 -3,855	-11%	-$155K	0.09%	223
2022 Q1	$1.69M	Buy	34,215 +8,742	+34%	+$470K	0.13%	170
2021 Q4	$1.63M	Buy	25,473 +17,848	+234%	+$1.29M	0.12%	180
2021 Q3	$672K	Sell	7,625 -1,905	-20%	-$193K	0.07%	248
2021 Q2	$1.17M	Buy	+9,530	New	+$1.16M	0.08%	251

Other funds holding Z

CIA

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Level Four Advisory Services's Z Position: Q1 2026 in Review

Level Four Advisory Services increased its Zillow (Z) stake by 17% in Q1 2026, buying an estimated $420K and bringing the position to 53,614 shares worth $2.22M. The position accounts for 0.07% of the portfolio, ranked #276.

Level Four Advisory Services first reported a position in Z in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.31M in Q4 2024. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Level Four Advisory Services held 53,614 shares of Zillow worth $2.22M as of Q1 2026.
Level Four Advisory Services bought 7,890 Zillow shares in Q1 2026, an estimated $420K.
Zillow made up 0.07% of Level Four Advisory Services's portfolio in Q1 2026, its #276 holding.
Level Four Advisory Services first reported a position in Zillow in Q2 2021 and has held it in 20 quarters since.
Level Four Advisory Services's Zillow position peaked at $3.31M in Q4 2024.
489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.