Superior Planning, LLC’s Zoom ZM Stock Holding History

Superior Planning, LLC’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$545	Buy	+6	New	+$572	﹤0.01%	1876

Other funds holding ZM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Superior Planning, LLC's ZM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Zoom (ZM) in Q3 2026: 6 shares worth $545. The stake represents ﹤0.01% of the portfolio and ranks #1876 among its holdings.

570 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

Superior Planning, LLC held 6 shares of Zoom worth $545 as of Q3 2026.
Zoom was a new Superior Planning, LLC position in Q3 2026.
Zoom made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1876 holding.
570 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.