MYIA
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Mount Yale Investment Advisors’s Zillow Z Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-313
Closed -$21.9K – 1632
2025
Q2 		$21.9K Buy
+313
New +$21.1K ﹤0.01% 1025

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

Mount Yale Investment Advisors's Z Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Zillow (Z) in Q3 2025, closing a stake of 313 shares — an estimated $21.9K sold.

Mount Yale Investment Advisors first reported a position in Z in Q2 2025 and held it in 1 quarter. The position peaked at $21.9K in Q2 2025. 526 funds tracked by Wall St. Rank hold Z as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 313 Zillow shares in Q3 2025, an estimated $21.9K.
  • Mount Yale Investment Advisors first reported a position in Zillow in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Zillow position peaked at $21.9K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.