Summit Trail Advisors’s Zillow ZG Stock Holding History

Summit Trail Advisors’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 Q2	$563K	Sell	17,958 -712	-4%	-$27.5K	0.01%	1186
2026 Q1	$773K	Buy	18,670 +8,243	+79%	+$435K	0.01%	1026
2025 Q4	$711K	Buy	10,427 +3,859	+59%	+$271K	0.01%	974
2025 Q3	$489K	Buy	+6,568	New	+$517K	0.01%	1089
2018 Q1	–	Sell	-43	Closed	-$2K	–	1702
2017 Q4	$2K	Buy	+43	New	+$1.77K	﹤0.01%	1689

Other funds holding ZG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summit Trail Advisors reduced its Zillow (ZG) stake by 3.8% in Q2 2026, selling an estimated $27.5K and leaving 17,958 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #1186.

Summit Trail Advisors first reported a position in ZG in Q4 2017 and has held it in 5 quarters since. The position peaked at $773K in Q1 2026. 262 funds tracked by Wall St. Rank hold ZG as of Q2 2026.

Summit Trail Advisors held 17,958 shares of Zillow worth $563K as of Q2 2026.
Summit Trail Advisors sold 712 Zillow shares in Q2 2026, an estimated $27.5K.
Zillow made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1186 holding.
Summit Trail Advisors first reported a position in Zillow in Q4 2017 and has held it in 5 quarters since.
Summit Trail Advisors's Zillow position peaked at $773K in Q1 2026.
262 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.