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Marshall & Sterling Wealth Advisors’s Zillow Z Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$25.5K Hold
810
– – 0.02% 190
2026
Q1 		$33.5K Hold
810
– – 0.02% 171
2025
Q4 		$55.3K Hold
810
– – 0.04% 133
2025
Q3 		$62.4K Hold
810
– – 0.04% 154
2025
Q2 		$56.7K Buy
+810
New +$54.6K 0.04% 147

Other funds holding Z

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's Z Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Zillow (Z) position steady in Q2 2026 at 810 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #190.

Marshall & Sterling Wealth Advisors first reported a position in Z in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.4K in Q3 2025. 57 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 810 shares of Zillow worth $25.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Zillow share count unchanged in Q2 2026.
  • Zillow made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Zillow in Q2 2025 and has held it in 5 quarters since.
  • Marshall & Sterling Wealth Advisors's Zillow position peaked at $62.4K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.