LRI Investments’s Zillow Z Stock Holding History

LRI Investments’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 Q2	$6.59K	Buy	+209	New	+$8.03K	﹤0.01%	1084

Other funds holding Z

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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

LRI Investments's Z Position: Q2 2026 in Review

LRI Investments opened a new position in Zillow (Z) in Q2 2026: 209 shares worth $6.59K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

111 funds tracked by Wall St. Rank hold Z as of Q2 2026.

LRI Investments held 209 shares of Zillow worth $6.59K as of Q2 2026.
Zillow was a new LRI Investments position in Q2 2026.
Zillow made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1084 holding.
111 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.