Summit Trail Advisors’s Zillow Z Stock Holding History

Summit Trail Advisors’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	$1.16M	Buy	28,073 +10,578	+60%	+$563K	0.02%	867
2025 Q4	$1.19M	Buy	17,495 +2,888	+20%	+$209K	0.02%	717
2025 Q3	$1.13M	Buy	14,607 +4,558	+45%	+$372K	0.02%	764
2025 Q2	$704K	Buy	10,049 +1,453	+17%	+$97.9K	0.01%	595
2025 Q1	$589K	Sell	8,596 -637	-7%	-$48.7K	0.02%	230
2024 Q4	$684K	Buy	9,233 +348	+4%	+$24.9K	0.03%	175
2024 Q3	$567K	Buy	+8,885	New	+$477K	0.01%	372
2018 Q1	–	Sell	-50	Closed	-$2K	–	1698
2017 Q4	$2K	Buy	+50	New	+$2.06K	﹤0.01%	1688

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

Summit Trail Advisors's Z Position: Q1 2026 in Review

Summit Trail Advisors increased its Zillow (Z) stake by 60% in Q1 2026, buying an estimated $563K and bringing the position to 28,073 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #867.

Summit Trail Advisors first reported a position in Z in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2025. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Summit Trail Advisors held 28,073 shares of Zillow worth $1.16M as of Q1 2026.
Summit Trail Advisors bought 10,578 Zillow shares in Q1 2026, an estimated $563K.
Zillow made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #867 holding.
Summit Trail Advisors first reported a position in Zillow in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's Zillow position peaked at $1.19M in Q4 2025.
489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.