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 Q2	$945K	Buy	29,994 +1,921	+7%	+$73.8K	0.01%	1007
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 $2.93B AUM 37.21% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Summit Trail Advisors's Z Position: Q2 2026 in Review

Summit Trail Advisors increased its Zillow (Z) stake by 6.8% in Q2 2026, buying an estimated $73.8K and bringing the position to 29,994 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #1007.

Summit Trail Advisors first reported a position in Z in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2025. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Summit Trail Advisors held 29,994 shares of Zillow worth $945K as of Q2 2026.
Summit Trail Advisors bought 1,921 Zillow shares in Q2 2026, an estimated $73.8K.
Zillow made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1007 holding.
Summit Trail Advisors first reported a position in Zillow in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Zillow position peaked at $1.19M in Q4 2025.
417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.