PWPS
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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
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 $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Pinnacle Wealth Planning Services's Z Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Zillow (Z) stake by 369% in Q1 2026, buying an estimated $26.9K and bringing the position to 642 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Pinnacle Wealth Planning Services first reported a position in Z in Q4 2020 and has held it in 4 quarters since. The position peaked at $265K in Q4 2020. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Pinnacle Wealth Planning Services held 642 shares of Zillow worth $26.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 505 Zillow shares in Q1 2026, an estimated $26.9K.
  • Zillow made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1539 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zillow in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Zillow position peaked at $265K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.