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True Wealth Design’s Zillow Z Stock Holding History

True Wealth Design’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
Q3 		$7.76K Buy
286
+129
+82% +$4.25K ﹤0.01% 1172
2026
Q2 		$4.95K Buy
157
+99
+171% +$3.8K ﹤0.01% 1334
2026
Q1 		$2.4K Buy
58
+37
+176% +$1.97K ﹤0.01% 1467
2025
Q4 		$1.43K Buy
21
+2
+11% +$145 ﹤0.01% 1578
2025
Q3 		$1.46K Hold
19
– – ﹤0.01% 1602
2025
Q2 		$1.33K Sell
19
-8
-30% -$539 ﹤0.01% 1349
2025
Q1 		$1.85K Sell
27
-19
-41% -$1.45K ﹤0.01% 1036
2024
Q4 		$3.41K Buy
46
+38
+475% +$2.72K ﹤0.01% 614
2024
Q3 		$511 Hold
8
– – ﹤0.01% 1097
2024
Q2 		$372 Buy
8
+1
+14% +$44 ﹤0.01% 693
2024
Q1 		$342 Buy
7
+1
+17% +$54 ﹤0.01% 694
2023
Q4 		$348 Buy
6
+3
+100% +$132 ﹤0.01% 577
2023
Q3 		$139 Buy
3
+1
+50% +$51 ﹤0.01% 691
2023
Q2 		$101 Hold
2
– – ﹤0.01% 718
2023
Q1 		$89 Buy
2
+1
+100% +$42 ﹤0.01% 799
2022
Q4 		$32 Buy
+1
New +$33 ﹤0.01% 788

Other funds holding Z

Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

True Wealth Design's Z Position: Q3 2026 in Review

True Wealth Design increased its Zillow (Z) stake by 82% in Q3 2026, buying an estimated $4.25K and bringing the position to 286 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

True Wealth Design first reported a position in Z in Q4 2022 and has held it in 16 quarters since. 46 funds tracked by Wall St. Rank hold Z as of Q3 2026.

  • True Wealth Design held 286 shares of Zillow worth $7.76K as of Q3 2026.
  • True Wealth Design bought 129 Zillow shares in Q3 2026, an estimated $4.25K.
  • Zillow made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1172 holding.
  • True Wealth Design first reported a position in Zillow in Q4 2022 and has held it in 16 quarters since.
  • 46 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.