Sound View Wealth Advisors Group’s Zillow Z Stock Holding History

Sound View Wealth Advisors 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 Q2	$1.98M	Hold	62,685	–	–	0.12%	138
2026 Q1	$2.59M	Sell	62,685 -4,000	-6%	-$213K	0.18%	113
2025 Q4	$4.55M	Sell	66,685 -11	-0%	-$797	0.31%	75
2025 Q3	$5.14M	Sell	66,696 -20	-0%	-$1.63K	0.35%	68
2025 Q2	$4.67M	Buy	66,716 +62,676	+1,551%	+$4.22M	0.35%	70
2025 Q1	$277K	Hold	4,040	–	–	0.02%	347
2024 Q4	$299K	Hold	4,040	–	–	0.02%	339
2024 Q3	$258K	Buy	+4,040	New	+$217K	0.02%	363

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

Sound View Wealth Advisors Group's Z Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Zillow (Z) position steady in Q2 2026 at 62,685 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #138.

Sound View Wealth Advisors Group first reported a position in Z in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q3 2025. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Sound View Wealth Advisors Group held 62,685 shares of Zillow worth $1.98M as of Q2 2026.
Sound View Wealth Advisors Group left its Zillow share count unchanged in Q2 2026.
Zillow made up 0.12% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #138 holding.
Sound View Wealth Advisors Group first reported a position in Zillow in Q3 2024 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's Zillow position peaked at $5.14M in Q3 2025.
416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.