Abound Wealth Management
ZM icon

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
Q3 		$9.9K Buy
109
+43
+65% +$4.1K ﹤0.01% 546
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 		$4.68K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Abound Wealth Management's ZM Position: Q3 2026 in Review

Abound Wealth Management increased its Zoom (ZM) stake by 65% in Q3 2026, buying an estimated $4.1K and bringing the position to 109 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Abound Wealth Management first reported a position in ZM in Q3 2022 and has held it in 17 quarters since. 414 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Abound Wealth Management held 109 shares of Zoom worth $9.9K as of Q3 2026.
  • Abound Wealth Management bought 43 Zoom shares in Q3 2026, an estimated $4.1K.
  • Zoom made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #546 holding.
  • Abound Wealth Management first reported a position in Zoom in Q3 2022 and has held it in 17 quarters since.
  • 414 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.