Abound Wealth Management’s Zoom ZM Stock Holding History

Abound Wealth Management’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 Q2	$5.7K	Buy	66 +1	+2%	+$95	﹤0.01%	577
2026 Q1	$5.23K	Hold	65	–	–	﹤0.01%	719
2025 Q4	$5.61K	Hold	65	–	–	﹤0.01%	642
2025 Q3	$5.36K	Hold	65	–	–	﹤0.01%	628
2025 Q2	$5.07K	Hold	65	–	–	﹤0.01%	573
2025 Q1	$4.8K	Hold	65	–	–	﹤0.01%	550
2024 Q4	$5.3K	Hold	65	–	–	﹤0.01%	511
2024 Q3	$4.53K	Hold	65	–	–	﹤0.01%	562
2024 Q2	$3.85K	Sell	65 -1	-2%	-$61	﹤0.01%	548
2024 Q1	$4.29K	Buy	66 +1	+2%	+$67	﹤0.01%	558
2023 Q4	$4.67K	Hold	65	–	–	﹤0.01%	522
2023 Q3	$4.55K	Hold	65	–	–	﹤0.01%	487
2023 Q2	$4.41K	Hold	65	–	–	﹤0.01%	516
2023 Q1	$4.8K	Hold	65	–	–	﹤0.01%	418
2022 Q4	$4.4K	Hold	65	–	–	﹤0.01%	374
2022 Q3	$4.78K	Buy	+65	New	+$6.19K	﹤0.01%	373

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Abound Wealth Management's ZM Position: Q2 2026 in Review

Abound Wealth Management increased its Zoom (ZM) stake by 1.5% in Q2 2026, buying an estimated $95 and bringing the position to 66 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Abound Wealth Management first reported a position in ZM in Q3 2022 and has held it in 16 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Abound Wealth Management held 66 shares of Zoom worth $5.7K as of Q2 2026.
Abound Wealth Management bought 1 Zoom share in Q2 2026, an estimated $95.
Zoom made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #577 holding.
Abound Wealth Management first reported a position in Zoom in Q3 2022 and has held it in 16 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.