Principal Securities’s Zillow Z Stock Holding History

Principal Securities’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 Q4	–	Sell	-1,314	Closed	-$101K	–	3559
2025 Q3	$101K	Buy	1,314 +567	+76%	+$46.3K	﹤0.01%	1591
2025 Q2	$52.3K	Buy	747 +444	+147%	+$29.9K	﹤0.01%	1851
2025 Q1	$22.4K	Hold	303	–	–	﹤0.01%	2135
2024 Q4	$22.4K	Buy	303 +83	+38%	+$5.93K	﹤0.01%	2131
2024 Q3	$14K	Sell	220 -296	-57%	-$15.9K	﹤0.01%	2284
2024 Q2	$23.9K	Sell	516 -36	-7%	-$1.58K	﹤0.01%	1977
2024 Q1	$26.9K	Sell	552 -370	-40%	-$20.1K	﹤0.01%	1863
2023 Q4	$53.3K	Buy	+922	New	+$40.6K	﹤0.01%	1455

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's Z Position: Q4 2025 in Review

Principal Securities sold out of Zillow (Z) in Q4 2025, closing a stake of 1,314 shares — an estimated $101K sold.

Principal Securities first reported a position in Z in Q4 2023 and held it in 8 quarters. The position peaked at $101K in Q3 2025. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

Principal Securities reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,314 Zillow shares in Q4 2025, an estimated $101K.
Principal Securities first reported a position in Zillow in Q4 2023 and held it in 8 quarters.
Principal Securities's Zillow position peaked at $101K in Q3 2025.
529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.