Root Financial Partners
ZG icon

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
Q3 		$7.26K Buy
+262
New +$8.74K ﹤0.01% 2069
2026
Q2 		– Sell
-211
Closed -$8.73K – 3253
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $6.26B AUM 6.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's ZG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Zillow (ZG) in Q3 2026: 262 shares worth $7.26K. The stake represents ﹤0.01% of the portfolio and ranks #2069 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZG as recently as Q1 2026.

Root Financial Partners first reported a position in ZG in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.6K in Q3 2025. 200 funds tracked by Wall St. Rank hold ZG as of Q3 2026.

  • Root Financial Partners held 262 shares of Zillow worth $7.26K as of Q3 2026.
  • Zillow was a new Root Financial Partners position in Q3 2026.
  • Zillow made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2069 holding.
  • Root Financial Partners first reported a position in Zillow in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Zillow position peaked at $9.6K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.