SageView Advisory Group’s Zillow Z Stock Holding History

SageView Advisory Group’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	–	Sell	-414	Closed	-$28.2K	–	2483
2025 Q4	$28.2K	Buy	+414	New	+$30K	﹤0.01%	1311

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

SageView Advisory Group's Z Position: Q1 2026 in Review

SageView Advisory Group sold out of Zillow (Z) in Q1 2026, closing a stake of 414 shares — an estimated $28.2K sold.

SageView Advisory Group first reported a position in Z in Q4 2025 and held it in 1 quarter. The position peaked at $28.2K in Q4 2025. 492 funds tracked by Wall St. Rank hold Z as of Q1 2026.

SageView Advisory Group reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 414 Zillow shares in Q1 2026, an estimated $28.2K.
SageView Advisory Group first reported a position in Zillow in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Zillow position peaked at $28.2K in Q4 2025.
492 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.