SGI
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Summit Global Investments’s Zillow ZG Stock Holding History

Summit Global Investments’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,934
Closed -$473K – 545
2025
Q4 		$473K Sell
6,934
-124
-2% -$8.72K 0.03% 331
2025
Q3 		$525K Sell
7,058
-214
-3% -$16.8K 0.03% 292
2025
Q2 		$498K Sell
7,272
-185
-2% -$12.3K 0.03% 309
2025
Q1 		$499K Buy
7,457
+2,323
+45% +$172K 0.04% 291
2024
Q4 		$364K Buy
+5,134
New +$354K 0.02% 421

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Global Investments's ZG Position: Q1 2026 in Review

Summit Global Investments sold out of Zillow (ZG) in Q1 2026, closing a stake of 6,934 shares — an estimated $473K sold.

Summit Global Investments first reported a position in ZG in Q4 2024 and held it in 5 quarters. The position peaked at $525K in Q3 2025. 267 funds tracked by Wall St. Rank hold ZG as of Q1 2026.

  • Summit Global Investments reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 6,934 Zillow shares in Q1 2026, an estimated $473K.
  • Summit Global Investments first reported a position in Zillow in Q4 2024 and held it in 5 quarters.
  • Summit Global Investments's Zillow position peaked at $525K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.