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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Root Financial Partners sold out of Zillow (ZG) in Q2 2026, closing a stake of 211 shares — an estimated $8.73K sold.

Root Financial Partners first reported a position in ZG in Q3 2025 and held it in 3 quarters. The position peaked at $9.6K in Q3 2025. 261 funds tracked by Wall St. Rank hold ZG 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 211 Zillow shares in Q2 2026, an estimated $8.73K.
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 $9.6K in Q3 2025.
261 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.