True Wealth Design’s Zillow ZG Stock Holding History

True Wealth Design’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	$83	Sell	2 -5	-71%	-$264	﹤0.01%	2501
2025 Q4	$478	Sell	7 -2	-22%	-$141	﹤0.01%	1958
2025 Q3	$670	Buy	9 +1	+13%	+$79	﹤0.01%	1907
2025 Q2	$548	Buy	8 +1	+14%	+$66	﹤0.01%	1705
2025 Q1	$469	Buy	7 +3	+75%	+$222	﹤0.01%	1562
2024 Q4	$284	Buy	4 +3	+300%	+$207	﹤0.01%	1173
2024 Q3	$62	Hold	1	–	–	﹤0.01%	1248
2024 Q2	$46	Sell	1 -1	-50%	-$43	﹤0.01%	777
2024 Q1	$96	Buy	2 +1	+100%	+$53	﹤0.01%	770
2023 Q4	$57	Hold	1	–	–	﹤0.01%	764
2023 Q3	$45	Hold	1	–	–	﹤0.01%	749
2023 Q2	$50	Sell	1 -150	-99%	-$6.76K	﹤0.01%	758
2023 Q1	$6.6K	Hold	151	–	–	﹤0.01%	265
2022 Q4	$4.71K	Buy	+151	New	+$4.95K	﹤0.01%	254

Other funds holding ZG

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return