Rise Advisors’s Zillow Z Stock Holding History

Rise Advisors’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	-4	Closed	-$308	–	1469
2025 Q3	$308	Hold	4	–	–	﹤0.01%	1461
2025 Q2	$280	Sell	4 -35	-90%	-$2.36K	﹤0.01%	1471
2025 Q1	$2.67K	Sell	39 -64	-62%	-$4.89K	﹤0.01%	1172
2024 Q4	$7.63K	Hold	103	–	–	﹤0.01%	1028
2024 Q3	$6.58K	Hold	103	–	–	﹤0.01%	1062
2024 Q2	$4.78K	Sell	103 -40	-28%	-$1.76K	﹤0.01%	1082
2024 Q1	$6.98K	Hold	143	–	–	﹤0.01%	1073
2023 Q4	$8.27K	Hold	143	–	–	0.01%	342
2023 Q3	$6.6K	Hold	143	–	–	0.01%	349
2023 Q2	$7.19K	Sell	143 -92	-39%	-$4.23K	0.01%	384
2023 Q1	$10.4K	Hold	235	–	–	0.01%	354
2022 Q4	$7.57K	Hold	235	–	–	0.01%	392
2022 Q3	$7K	Hold	235	–	–	0.01%	404
2022 Q2	$7K	Hold	235	–	–	0.01%	407
2022 Q1	$12K	Buy	235 +57	+32%	+$3.06K	0.01%	309
2021 Q4	$11.4K	Buy	+178	New	+$12.8K	0.01%	314

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return