MWM
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MorganRosel Wealth Management’s Zillow Z Stock Holding History

MorganRosel Wealth Management’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
2025
Q3 		– Sell
-2
Closed -$140 – 358
2025
Q2 		$140 Hold
2
– – ﹤0.01% 352
2025
Q1 		$137 Buy
+2
New +$153 ﹤0.01% 347

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MorganRosel Wealth Management's Z Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Zillow (Z) in Q3 2025, closing a stake of 2 shares — an estimated $140 sold.

MorganRosel Wealth Management first reported a position in Z in Q1 2025 and held it in 2 quarters. The position peaked at $140 in Q2 2025. 526 funds tracked by Wall St. Rank hold Z as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2 Zillow shares in Q3 2025, an estimated $140.
  • MorganRosel Wealth Management first reported a position in Zillow in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Zillow position peaked at $140 in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.