Creative Planning
Z icon

Creative Planning’s Zillow Z Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-3,000
Closed -$113K – 2629
2021
Q1 		$113K Sell
3,000
-500
-14% -$74.2K ﹤0.01% 2228
2020
Q4 		$221K Buy
3,500
+1,000
+40% +$111K ﹤0.01% 1823
2020
Q3 		$110K Buy
+2,500
New +$195K ﹤0.01% 1808

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Creative Planning's Z Position: Q1 2026 in Review

Creative Planning increased its Zillow (Z) stake by 20% in Q1 2026, buying an estimated $201K and bringing the position to 22,308 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Creative Planning first reported a position in Z in Q3 2015 and has held it in 36 quarters since. The position peaked at $3.29M in Q1 2021. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Creative Planning held 22,308 shares of Zillow worth $923K as of Q1 2026.
  • Creative Planning bought 3,774 Zillow shares in Q1 2026, an estimated $201K.
  • Zillow made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2528 holding.
  • Creative Planning first reported a position in Zillow in Q3 2015 and has held it in 36 quarters since.
  • Creative Planning's Zillow position peaked at $3.29M in Q1 2021.
  • 489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.