Retirement Wealth Solutions
ZD icon

Retirement Wealth Solutions’s Ziff Davis ZD Stock Holding History

Retirement Wealth Solutions’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76K Sell
31
-12
-28% -$657 ﹤0.01% 620
2026
Q2 		$2.25K Sell
43
-7
-14% -$317 ﹤0.01% 502
2026
Q1 		$2.1K Buy
50
+14
+39% +$515 ﹤0.01% 488
2025
Q4 		$1.27K Hold
36
– – ﹤0.01% 543
2025
Q3 		$1.37K Buy
36
+5
+16% +$175 ﹤0.01% 502
2025
Q2 		$939 Hold
31
– – ﹤0.01% 390
2025
Q1 		$1.16K Hold
31
– – ﹤0.01% 370
2024
Q4 		$1.6K Buy
+31
New +$1.63K ﹤0.01% 369

Other funds holding ZD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Retirement Wealth Solutions reduced its Ziff Davis (ZD) stake by 28% in Q3 2026, selling an estimated $657 and leaving 31 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Retirement Wealth Solutions first reported a position in ZD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.25K in Q2 2026. 133 funds tracked by Wall St. Rank hold ZD as of Q3 2026.

  • Retirement Wealth Solutions held 31 shares of Ziff Davis worth $1.76K as of Q3 2026.
  • Retirement Wealth Solutions sold 12 Ziff Davis shares in Q3 2026, an estimated $657.
  • Ziff Davis made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #620 holding.
  • Retirement Wealth Solutions first reported a position in Ziff Davis in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Ziff Davis position peaked at $2.25K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2026.

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