Rothwell Investment Advisors, LLC’s Zoom ZM Stock Holding History

Rothwell Investment Advisors, 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	$125K	Buy	+1,373	New	+$131K	0.07%	247

Other funds holding ZM

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ZM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Zoom (ZM) in Q3 2026: 1,373 shares worth $125K. The stake represents 0.07% of the portfolio and ranks #247 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,373 shares of Zoom worth $125K as of Q3 2026.
Zoom was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Zoom made up 0.07% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #247 holding.
414 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.