True Wealth Design
ZG icon

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
Q3 		$2.33K Buy
84
+12
+17% +$401 ﹤0.01% 1621
2026
Q2 		$2.26K Buy
72
+70
+3,500% +$2.7K ﹤0.01% 1637
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 +$4.94K ﹤0.01% 254

Other funds holding ZG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Unified Investment Management
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

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

True Wealth Design increased its Zillow (ZG) stake by 17% in Q3 2026, buying an estimated $401 and bringing the position to 84 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

True Wealth Design first reported a position in ZG in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.6K in Q1 2023. 30 funds tracked by Wall St. Rank hold ZG as of Q3 2026.

  • True Wealth Design held 84 shares of Zillow worth $2.33K as of Q3 2026.
  • True Wealth Design bought 12 Zillow shares in Q3 2026, an estimated $401.
  • Zillow made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1621 holding.
  • True Wealth Design first reported a position in Zillow in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Zillow position peaked at $6.6K in Q1 2023.
  • 30 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.