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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
Q2 		– Sell
-166
Closed -$6.87K – 3248
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 $2.93B AUM 37.21% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's Z Position: Q2 2026 in Review

Root Financial Partners sold out of Zillow (Z) in Q2 2026, closing a stake of 166 shares — an estimated $6.87K sold.

Root Financial Partners first reported a position in Z in Q3 2025 and held it in 3 quarters. The position peaked at $27.4K in Q3 2025. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • Root Financial Partners reported no remaining Zillow position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 166 Zillow shares in Q2 2026, an estimated $6.87K.
  • Root Financial Partners first reported a position in Zillow in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Zillow position peaked at $27.4K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.