AWM
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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return