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Root Financial Partners’s Zillow Z Stock Holding History

Root Financial Partners’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
Q1 		$6.87K Sell
166
-207
-55% -$11K ﹤0.01% 1829
2025
Q4 		$25.4K Buy
373
+18
+5% +$1.3K ﹤0.01% 1053
2025
Q3 		$27.4K Buy
+355
New +$29K ﹤0.01% 947

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Root Financial Partners's Z Position: Q1 2026 in Review

Root Financial Partners reduced its Zillow (Z) stake by 55% in Q1 2026, selling an estimated $11K and leaving 166 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Root Financial Partners first reported a position in Z in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.4K in Q3 2025. 490 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Root Financial Partners held 166 shares of Zillow worth $6.87K as of Q1 2026.
  • Root Financial Partners sold 207 Zillow shares in Q1 2026, an estimated $11K.
  • Zillow made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1829 holding.
  • Root Financial Partners first reported a position in Zillow in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Zillow position peaked at $27.4K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.