WealthTrak Capital Management’s Zillow Z Stock Holding History

WealthTrak Capital Management’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 Q3	–	Sell	-10	Closed	-$701	–	911
2025 Q2	$701	Buy	10 +5	+100%	+$337	﹤0.01%	585
2025 Q1	$343	Hold	5	–	–	﹤0.01%	741
2024 Q4	$371	Buy	+5	New	+$357	﹤0.01%	648

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

WealthTrak Capital Management's Z Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Zillow (Z) in Q3 2025, closing a stake of 10 shares — an estimated $701 sold.

WealthTrak Capital Management first reported a position in Z in Q4 2024 and held it in 3 quarters. The position peaked at $701 in Q2 2025. 527 funds tracked by Wall St. Rank hold Z as of Q3 2025.

WealthTrak Capital Management reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 10 Zillow shares in Q3 2025, an estimated $701.
WealthTrak Capital Management first reported a position in Zillow in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's Zillow position peaked at $701 in Q2 2025.
527 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.