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 $2.93B AUM 37.21% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's Z Position: Q2 2026 in Review

Creative Planning reduced its Zillow (Z) stake by 13% in Q2 2026, selling an estimated $109K and leaving 19,462 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Creative Planning first reported a position in Z in Q3 2015 and has held it in 37 quarters since. The position peaked at $3.29M in Q1 2021. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Creative Planning held 19,462 shares of Zillow worth $613K as of Q2 2026.
Creative Planning sold 2,846 Zillow shares in Q2 2026, an estimated $109K.
Zillow made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3043 holding.
Creative Planning first reported a position in Zillow in Q3 2015 and has held it in 37 quarters since.
Creative Planning's Zillow position peaked at $3.29M in Q1 2021.
417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.