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Retirement Wealth Solutions’s Zillow Z Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.66K Buy
98
+76
+345% +$2.5K ﹤0.01% 536
2026
Q2 		$694 Sell
22
-21
-49% -$807 ﹤0.01% 710
2026
Q1 		$1.78K Buy
43
+37
+617% +$1.97K ﹤0.01% 530
2025
Q4 		$410 Sell
6
-9
-60% -$652 ﹤0.01% 699
2025
Q3 		$1.16K Buy
+15
New +$1.23K ﹤0.01% 536

Other funds holding Z

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Retirement Wealth Solutions's Z Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Zillow (Z) stake by 345% in Q3 2026, buying an estimated $2.5K and bringing the position to 98 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Retirement Wealth Solutions first reported a position in Z in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold Z as of Q3 2026.

  • Retirement Wealth Solutions held 98 shares of Zillow worth $2.66K as of Q3 2026.
  • Retirement Wealth Solutions bought 76 Zillow shares in Q3 2026, an estimated $2.5K.
  • Zillow made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #536 holding.
  • Retirement Wealth Solutions first reported a position in Zillow in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.