Spire Wealth Management
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Spire Wealth Management’s Zillow Z Stock Holding History

Spire Wealth Management’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
Q3 		$5.43K Buy
+200
New +$6.59K ﹤0.01% 1788
2026
Q2 		– Sell
-200
Closed -$8.28K – 2388
2026
Q1 		$8.28K Sell
200
-100
-33% -$5.32K ﹤0.01% 1683
2025
Q4 		$20.5K Hold
300
– – ﹤0.01% 1476
2025
Q3 		$23.1K Sell
300
-3,440
-92% -$281K ﹤0.01% 1485
2025
Q2 		$262K Buy
3,740
+3,310
+770% +$223K 0.01% 693
2025
Q1 		$29.5K Buy
430
+130
+43% +$9.9K ﹤0.01% 1485
2024
Q4 		$22.2K Buy
300
+200
+200% +$14.3K ﹤0.01% 1591
2024
Q3 		$6.38K Sell
100
-280
-74% -$15K ﹤0.01% 1763
2024
Q2 		$17.6K Buy
380
+120
+46% +$5.28K ﹤0.01% 1483
2024
Q1 		$12.7K Sell
260
-40
-13% -$2.18K ﹤0.01% 1643
2023
Q4 		$16.3K Buy
300
+66
+28% +$2.91K ﹤0.01% 1600
2023
Q3 		$10.8K Hold
234
– – ﹤0.01% 1708
2023
Q2 		$11.7K Sell
234
-100
-30% -$4.6K ﹤0.01% 1759
2023
Q1 		$14.8K Buy
334
+200
+149% +$8.5K ﹤0.01% 1724
2022
Q4 		$4K Buy
134
+34
+34% +$1.13K ﹤0.01% 1932
2022
Q3 		$3K Sell
100
-300
-75% -$10.4K ﹤0.01% 1906
2022
Q2 		$13K Sell
400
-300
-43% -$12.1K ﹤0.01% 1842
2022
Q1 		$35K Sell
700
-20
-3% -$1.08K ﹤0.01% 1598
2021
Q4 		$46K Sell
720
-79
-10% -$5.69K ﹤0.01% 1781
2021
Q3 		$70K Sell
799
-15
-2% -$1.52K ﹤0.01% 1338
2021
Q2 		$99K Sell
814
-91
-10% -$11.1K ﹤0.01% 1187
2021
Q1 		$117K Buy
+905
New +$134K ﹤0.01% 1333

Other funds holding Z

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Technology Crossover Management VIII
Technology Crossover Management VIII Menlo Park, California $331M AUM 16.85% 1-Year Est. Return
Technology Crossover Management XI
Technology Crossover Management XI Menlo Park, California $551M AUM 35.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Spire Wealth Management's Z Position: Q3 2026 in Review

Spire Wealth Management opened a new position in Zillow (Z) in Q3 2026: 200 shares worth $5.43K. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in Z as recently as Q1 2026.

Spire Wealth Management first reported a position in Z in Q1 2021 and has held it in 22 quarters since. The position peaked at $262K in Q2 2025. 210 funds tracked by Wall St. Rank hold Z as of Q3 2026.

  • Spire Wealth Management held 200 shares of Zillow worth $5.43K as of Q3 2026.
  • Zillow was a new Spire Wealth Management position in Q3 2026.
  • Zillow made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1788 holding.
  • Spire Wealth Management first reported a position in Zillow in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Zillow position peaked at $262K in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.