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Cornerstone Planning Group’s ZipRecruiter ZIP Stock Holding History

Cornerstone Planning Group’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62
Closed -$339 – 1707
2025
Q1 		$339 Buy
+62
New +$413 ﹤0.01% 1386
2024
Q4 		– Sell
-60
Closed -$568 – 1500
2024
Q3 		$568 Buy
+60
New +$537 ﹤0.01% 1057

Other funds holding ZIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's ZIP Position: Q2 2025 in Review

Cornerstone Planning Group sold out of ZipRecruiter (ZIP) in Q2 2025, closing a stake of 62 shares — an estimated $339 sold.

Cornerstone Planning Group first reported a position in ZIP in Q3 2024 and held it in 2 quarters. The position peaked at $568 in Q3 2024. 131 funds tracked by Wall St. Rank hold ZIP as of Q2 2025.

  • Cornerstone Planning Group reported no remaining ZipRecruiter position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 62 ZipRecruiter shares in Q2 2025, an estimated $339.
  • Cornerstone Planning Group first reported a position in ZipRecruiter in Q3 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's ZipRecruiter position peaked at $568 in Q3 2024.
  • 131 funds tracked by Wall St. Rank held ZipRecruiter as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.