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 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	$1.17K	Hold	31	–	–	﹤0.01%	370
2024 Q4	$1.6K	Buy	+31	New	+$1.63K	﹤0.01%	369

Other funds holding ZD

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return