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
-500
Closed -$1K – 2630
2021
Q1 		$1K Buy
+500
New +$74.2K ﹤0.01% 2602
2020
Q3 		– Sell
-1,000
Closed -$3K – 2293
2020
Q2 		$3K Buy
+1,000
New +$49.6K ﹤0.01% 1942

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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
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.