Trajan Wealth’s Zillow Z Stock Holding History

Trajan Wealth’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
2025 Q1	–	Sell	-3,393	Closed	-$251K	–	191
2024 Q4	$251K	Sell	3,393 -520	-13%	-$37.2K	0.01%	141
2024 Q3	$250K	Buy	+3,913	New	+$210K	0.01%	150

Other funds holding Z

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

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

IFP

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Trajan Wealth's Z Position: Q1 2025 in Review

Trajan Wealth sold out of Zillow (Z) in Q1 2025, closing a stake of 3,393 shares — an estimated $251K sold.

Trajan Wealth first reported a position in Z in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q4 2024. 499 funds tracked by Wall St. Rank hold Z as of Q1 2025.

Trajan Wealth reported no remaining Zillow position as of Q1 2025 after selling out during the quarter.
Trajan Wealth sold 3,393 Zillow shares in Q1 2025, an estimated $251K.
Trajan Wealth first reported a position in Zillow in Q3 2024 and held it in 2 quarters.
Trajan Wealth's Zillow position peaked at $251K in Q4 2024.
499 funds tracked by Wall St. Rank held Zillow as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.