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 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 $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sound View Wealth Advisors Group's Z Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Zillow (Z) stake by 6% in Q1 2026, selling an estimated $213K and leaving 62,685 shares worth $2.59M. The position accounts for 0.18% of the portfolio, ranked #113.

Sound View Wealth Advisors Group first reported a position in Z in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.14M in Q3 2025. 490 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Sound View Wealth Advisors Group held 62,685 shares of Zillow worth $2.59M as of Q1 2026.
Sound View Wealth Advisors Group sold 4,000 Zillow shares in Q1 2026, an estimated $213K.
Zillow made up 0.18% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #113 holding.
Sound View Wealth Advisors Group first reported a position in Zillow in Q3 2024 and has held it in 7 quarters since.
Sound View Wealth Advisors Group's Zillow position peaked at $5.14M in Q3 2025.
490 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.