Creative Planning
ZUMZ icon

Creative Planning’s Zumiez ZUMZ Stock Holding History

Creative Planning’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Sell
11,244
-16,915
-60% -$378K ﹤0.01% 3874
2026
Q1 		$624K Buy
28,159
+927
+3% +$22.6K ﹤0.01% 2852
2025
Q4 		$709K Buy
+27,232
New +$654K ﹤0.01% 2557
2025
Q1 		– Sell
-48
Closed -$920 – 3758
2024
Q4 		$920 Buy
+48
New +$1.02K ﹤0.01% 3532

Other funds holding ZUMZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's ZUMZ Position: Q2 2026 in Review

Creative Planning reduced its Zumiez (ZUMZ) stake by 60% in Q2 2026, selling an estimated $378K and leaving 11,244 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #3874.

Creative Planning first reported a position in ZUMZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $709K in Q4 2025. 123 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2026.

  • Creative Planning held 11,244 shares of Zumiez worth $200K as of Q2 2026.
  • Creative Planning sold 16,915 Zumiez shares in Q2 2026, an estimated $378K.
  • Zumiez made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3874 holding.
  • Creative Planning first reported a position in Zumiez in Q4 2024 and has held it in 4 quarters since.
  • Creative Planning's Zumiez position peaked at $709K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Zumiez as of Q2 2026.

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