Stephens Consulting’s Zillow Z Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-9	Closed	-$631	–	1199
2025 Q2	$631	Buy	+9	New	+$606	﹤0.01%	837
2023 Q1	–	Sell	-2	Closed	-$64	–	536
2022 Q4	$64	Hold	2	–	–	﹤0.01%	496
2022 Q3	$57	Hold	2	–	–	﹤0.01%	556
2022 Q2	$64	Hold	2	–	–	﹤0.01%	539
2022 Q1	$99	Hold	2	–	–	﹤0.01%	547
2021 Q4	$128	Buy	+2	New	+$144	﹤0.01%	674

Other funds holding Z

CIA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Stephens Consulting's Z Position: Q3 2025 in Review

Stephens Consulting sold out of Zillow (Z) in Q3 2025, closing a stake of 9 shares — an estimated $631 sold.

Stephens Consulting first reported a position in Z in Q4 2021 and held it in 6 quarters. The position peaked at $631 in Q2 2025. 527 funds tracked by Wall St. Rank hold Z as of Q3 2025.

Stephens Consulting reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 9 Zillow shares in Q3 2025, an estimated $631.
Stephens Consulting first reported a position in Zillow in Q4 2021 and held it in 6 quarters.
Stephens Consulting's Zillow position peaked at $631 in Q2 2025.
527 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.