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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

Z holding history

Zillow Group, Inc. in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

Z overviewAll 13F holders of ZFull Q2 2026 holdings

Shares (Q2 2026)
128,349
Value
$4.05M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of Z by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026128,349$4.05M<0.1%+51,593+67.2%AddedHolders
Q1 202676,756$3.18M<0.1%−788−1.0%ReducedHolders
Q4 202577,544$5.29M0.1%+8,319+12.0%AddedHolders
Q3 202569,225$5.06M0.1%−45,674−39.8%ReducedHolders
Q2 2025114,899$9.72M0.2%−15,455−11.9%ReducedHolders
Q1 2025130,354$8.94M0.2%−64,435−33.1%ReducedHolders
Q4 2024194,789$14.4M0.3%+29,067+17.5%AddedHolders
Q3 2024165,722$10.6M0.2%−161,845−49.4%ReducedHolders
Q2 2024327,567$15.2M0.3%+64,704+24.6%AddedHolders
Q1 2024262,863$10.5M0.2%+91,145+53.1%AddedHolders
Q4 2023171,718$9.94M0.3%−49,124−22.2%ReducedHolders
Q3 2023220,842$10.2M0.3%+10,409+4.9%AddedHolders
Q2 2023210,433$10.6M0.4%−42,263−16.7%ReducedHolders
Q1 2023252,696$11.2M0.4%−1,602−0.6%ReducedHolders
Q4 2022254,298$8.19M0.4%−246,300−49.2%ReducedHolders
Q3 2022500,598$14.3M0.7%−324,210−39.3%ReducedHolders
Q2 2022824,808$26.2M1.2%+14,005+1.7%AddedHolders
Q1 2022810,803$40.0M1.8%+103,089+14.6%AddedHolders
Q4 2021707,714$45.2M1.9%+702,319+13,018.0%AddedHolders
Q3 20215,395$476.0K<0.1%+540+11.1%AddedHolders
Q2 20214,855$593.0K<0.1%00.0%UnchangedHolders
Q1 20214,855$629.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.