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Synergy Financial Group’s Zillow ZG Stock Holding History

Synergy Financial 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
2026
Q1 		– Sell
-4,189
Closed -$286K – 137
2025
Q4 		$286K Hold
4,189
– – 0.2% 89
2025
Q3 		$312K Sell
4,189
-184
-4% -$14.5K 0.21% 82
2025
Q2 		$300K Hold
4,373
– – 0.22% 83
2025
Q1 		$292K Hold
4,373
– – 0.26% 81
2024
Q4 		$310K Hold
4,373
– – 0.26% 71
2024
Q3 		$271K Buy
+4,373
New +$228K 0.26% 75
2024
Q2 		– Sell
-4,373
Closed -$209K – 88
2024
Q1 		$209K Hold
4,373
– – 0.24% 80
2023
Q4 		$248K Buy
+4,373
New +$187K 0.3% 73
2023
Q3 		– Sell
-4,373
Closed -$215K – 85
2023
Q2 		$215K Buy
+4,373
New +$197K 0.29% 77
2022
Q2 		– Sell
-5,363
Closed -$259K – 97
2022
Q1 		$259K Hold
5,363
– – 0.27% 82
2021
Q4 		$334K Buy
+5,363
New +$385K 0.3% 75

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return