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Root Financial Partners’s Zillow ZG Stock Holding History

Root Financial Partners’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.73K Buy
211
+81
+62% +$4.28K ﹤0.01% 1737
2025
Q4 		$8.87K Buy
130
+1
+0.8% +$70 ﹤0.01% 1550
2025
Q3 		$9.6K Buy
+129
New +$10.2K ﹤0.01% 1467

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Root Financial Partners increased its Zillow (ZG) stake by 62% in Q1 2026, buying an estimated $4.28K and bringing the position to 211 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Root Financial Partners first reported a position in ZG in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.6K in Q3 2025. 266 funds tracked by Wall St. Rank hold ZG as of Q1 2026.

  • Root Financial Partners held 211 shares of Zillow worth $8.73K as of Q1 2026.
  • Root Financial Partners bought 81 Zillow shares in Q1 2026, an estimated $4.28K.
  • Zillow made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1737 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 $9.6K in Q3 2025.
  • 266 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.