NW
Z icon

NewEdge Wealth’s Zillow Z Stock Holding History

NewEdge Wealth’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 		$4.05M Buy
128,349
+51,593
+67% +$1.98M 0.04% 286
2026
Q1 		$3.18M Sell
76,756
-788
-1% -$41.9K 0.04% 314
2025
Q4 		$5.29M Buy
77,544
+8,319
+12% +$602K 0.06% 221
2025
Q3 		$5.06M Sell
69,225
-45,674
-40% -$3.73M 0.07% 202
2025
Q2 		$9.72M Sell
114,899
-15,455
-12% -$1.04M 0.15% 120
2025
Q1 		$8.94M Sell
130,354
-64,435
-33% -$4.92M 0.16% 117
2024
Q4 		$14.4M Buy
194,789
+29,067
+18% +$2.08M 0.25% 98
2024
Q3 		$10.6M Sell
165,722
-161,845
-49% -$8.69M 0.19% 113
2024
Q2 		$15.2M Buy
327,567
+64,704
+25% +$2.85M 0.33% 84
2024
Q1 		$10.5M Buy
262,863
+91,145
+53% +$4.96M 0.23% 107
2023
Q4 		$9.94M Sell
171,718
-49,124
-22% -$2.17M 0.25% 100
2023
Q3 		$10.2M Buy
220,842
+10,409
+5% +$535K 0.32% 89
2023
Q2 		$10.6M Sell
210,433
-42,263
-17% -$1.94M 0.35% 83
2023
Q1 		$11.2M Sell
252,696
-1,602
-0.6% -$68.1K 0.43% 66
2022
Q4 		$8.19M Sell
254,298
-246,300
-49% -$8.16M 0.35% 80
2022
Q3 		$14.3M Sell
500,598
-324,210
-39% -$11.3M 0.68% 37
2022
Q2 		$26.2M Buy
824,808
+14,005
+2% +$563K 1.19% 15
2022
Q1 		$40M Buy
810,803
+103,089
+15% +$5.54M 1.77% 13
2021
Q4 		$45.2M Buy
707,714
+702,319
+13,018% +$50.6M 1.89% 11
2021
Q3 		$476K Buy
5,395
+540
+11% +$54.6K 0.03% 222
2021
Q2 		$593K Hold
4,855
– – 0.05% 206
2021
Q1 		$629K Buy
+4,855
New +$720K 0.06% 201

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's Z Position: Q2 2026 in Review

NewEdge Wealth increased its Zillow (Z) stake by 67% in Q2 2026, buying an estimated $1.98M and bringing the position to 128,349 shares worth $4.05M. The position accounts for 0.04% of the portfolio, ranked #286.

NewEdge Wealth first reported a position in Z in Q1 2021 and has held it in 22 quarters since. The position peaked at $45.2M in Q4 2021. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • NewEdge Wealth held 128,349 shares of Zillow worth $4.05M as of Q2 2026.
  • NewEdge Wealth bought 51,593 Zillow shares in Q2 2026, an estimated $1.98M.
  • Zillow made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #286 holding.
  • NewEdge Wealth first reported a position in Zillow in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Zillow position peaked at $45.2M in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.