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Mount Yale Investment Advisors’s Zillow ZG Stock Holding History

Mount Yale Investment Advisors’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-55
Closed -$3.77K – 1636
2025
Q2 		$3.77K Buy
+55
New +$3.64K ﹤0.01% 1268

Other funds holding ZG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Zillow (ZG) in Q3 2025, closing a stake of 55 shares — an estimated $3.77K sold.

Mount Yale Investment Advisors first reported a position in ZG in Q2 2025 and held it in 1 quarter. The position peaked at $3.77K in Q2 2025. 303 funds tracked by Wall St. Rank hold ZG 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 55 Zillow shares in Q3 2025, an estimated $3.77K.
  • 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 $3.77K in Q2 2025.
  • 303 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.