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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Creative Planning's ZUMZ Position: Q1 2026 in Review

Creative Planning increased its Zumiez (ZUMZ) stake by 3.4% in Q1 2026, buying an estimated $22.6K and bringing the position to 28,159 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Creative Planning first reported a position in ZUMZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $709K in Q4 2025. 130 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2026.

  • Creative Planning held 28,159 shares of Zumiez worth $624K as of Q1 2026.
  • Creative Planning bought 927 Zumiez shares in Q1 2026, an estimated $22.6K.
  • Zumiez made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2852 holding.
  • Creative Planning first reported a position in Zumiez in Q4 2024 and has held it in 3 quarters since.
  • Creative Planning's Zumiez position peaked at $709K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Zumiez as of Q1 2026.

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