Private Advisory Group’s Zillow Z Stock Holding History

Private Advisory Group’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	–	Sell	-277,522	Closed	-$11.5M	–	344
2026 Q1	$11.5M	Buy	277,522 +124,434	+81%	+$6.62M	0.75%	38
2025 Q4	$10.4M	Buy	153,088 +33,451	+28%	+$2.42M	0.82%	41
2025 Q3	$9.22M	Buy	119,637 +5,472	+5%	+$447K	0.76%	47
2025 Q2	$8M	Buy	114,165 +8,658	+8%	+$583K	0.72%	48
2025 Q1	$7.23M	Buy	105,507 +23,727	+29%	+$1.81M	0.81%	38
2024 Q4	$6.06M	Buy	81,780 +2,238	+3%	+$160K	0.68%	38
2024 Q3	$5.08M	Buy	+79,542	New	+$4.27M	0.61%	43

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

Private Advisory Group's Z Position: Q2 2026 in Review

Private Advisory Group sold out of Zillow (Z) in Q2 2026, closing a stake of 277,522 shares — an estimated $11.5M sold.

Private Advisory Group first reported a position in Z in Q3 2024 and held it in 7 quarters. The position peaked at $11.5M in Q1 2026. 414 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Private Advisory Group reported no remaining Zillow position as of Q2 2026 after selling out during the quarter.
Private Advisory Group sold 277,522 Zillow shares in Q2 2026, an estimated $11.5M.
Private Advisory Group first reported a position in Zillow in Q3 2024 and held it in 7 quarters.
Private Advisory Group's Zillow position peaked at $11.5M in Q1 2026.
414 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.