Summit Securities Group’s Zillow ZG Stock Holding History

Summit Securities Group’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
2025 Q2	–	Sell	-197	Closed	-$13.2K	–	1483
2025 Q1	$13.2K	Buy	+197	New	+$14.6K	﹤0.01%	521
2024 Q4	–	Sell	-173	Closed	-$11K	–	941
2024 Q3	$11K	Sell	173 -187	-52%	-$9.73K	﹤0.01%	371
2024 Q2	$16K	Buy	+360	New	+$15.5K	﹤0.01%	403
2017 Q3	–	Sell	-23,084	Closed	-$1.13M	–	317
2017 Q2	$1.13M	Buy	+23,084	New	+$966K	0.2%	60
2017 Q1	–	Sell	-9,475	Closed	-$345K	–	414
2016 Q4	$345K	Buy	+9,475	New	+$331K	0.08%	180

Other funds holding ZG

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

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

Norges Bank Oslo, Norway $1T AUM

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Securities Group's ZG Position: Q2 2025 in Review

Summit Securities Group sold out of Zillow (ZG) in Q2 2025, closing a stake of 197 shares — an estimated $13.2K sold.

Summit Securities Group first reported a position in ZG in Q4 2016 and held it in 5 quarters. The position peaked at $1.13M in Q2 2017. 280 funds tracked by Wall St. Rank hold ZG as of Q2 2025.

Summit Securities Group reported no remaining Zillow position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 197 Zillow shares in Q2 2025, an estimated $13.2K.
Summit Securities Group first reported a position in Zillow in Q4 2016 and held it in 5 quarters.
Summit Securities Group's Zillow position peaked at $1.13M in Q2 2017.
280 funds tracked by Wall St. Rank held Zillow as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.