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Pinnacle Wealth Planning Services’s Zillow Z Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q2 		$4.1K Sell
130
-512
-80% -$19.7K ﹤0.01% 2341
2026
Q1 		$26.6K Buy
642
+505
+369% +$26.9K ﹤0.01% 1539
2025
Q4 		$9.35K Buy
+137
New +$9.92K ﹤0.01% 2037
2021
Q2 		– Sell
-1,747
Closed -$226K – 377
2021
Q1 		$226K Sell
1,747
-291
-14% -$43.2K 0.06% 273
2020
Q4 		$265K Buy
+2,038
New +$225K 0.06% 222

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

Pinnacle Wealth Planning Services's Z Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Zillow (Z) stake by 80% in Q2 2026, selling an estimated $19.7K and leaving 130 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Pinnacle Wealth Planning Services first reported a position in Z in Q4 2020 and has held it in 5 quarters since. The position peaked at $265K in Q4 2020. 416 funds tracked by Wall St. Rank hold Z as of Q2 2026.

  • Pinnacle Wealth Planning Services held 130 shares of Zillow worth $4.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 512 Zillow shares in Q2 2026, an estimated $19.7K.
  • Zillow made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2341 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zillow in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Zillow position peaked at $265K in Q4 2020.
  • 416 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.