Creative Planning
ZGN icon

Creative Planning’s Zegna ZGN Stock Holding History

Creative Planning’s Portfolio ZGN Stock Details ZGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
121,338
+36,974
+44% +$382K ﹤0.01% 2266
2025
Q4 		$865K Buy
84,364
+20,230
+32% +$206K ﹤0.01% 2398
2025
Q3 		$606K Buy
+64,134
New +$558K ﹤0.01% 2555

Other funds holding ZGN

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $32B AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's ZGN Position: Q1 2026 in Review

Creative Planning increased its Zegna (ZGN) stake by 44% in Q1 2026, buying an estimated $382K and bringing the position to 121,338 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Creative Planning first reported a position in ZGN in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold ZGN as of Q1 2026.

  • Creative Planning held 121,338 shares of Zegna worth $1.26M as of Q1 2026.
  • Creative Planning bought 36,974 Zegna shares in Q1 2026, an estimated $382K.
  • Zegna made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2266 holding.
  • Creative Planning first reported a position in Zegna in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Zegna as of Q1 2026.

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