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Abundance Wealth Counselors’s Zoom ZM Stock Holding History

Abundance Wealth Counselors’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 		$429K Buy
4,965
+379
+8% +$35.8K 0.03% 190
2026
Q1 		$369K Buy
+4,586
New +$384K 0.05% 161
2021
Q2 		– Sell
-50
Closed -$16K – 347
2021
Q1 		$16K Buy
+50
New +$18.4K ﹤0.01% 244

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Abundance Wealth Counselors's ZM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Zoom (ZM) stake by 8.3% in Q2 2026, buying an estimated $35.8K and bringing the position to 4,965 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #190.

Abundance Wealth Counselors first reported a position in ZM in Q1 2021 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Abundance Wealth Counselors held 4,965 shares of Zoom worth $429K as of Q2 2026.
  • Abundance Wealth Counselors bought 379 Zoom shares in Q2 2026, an estimated $35.8K.
  • Zoom made up 0.03% of Abundance Wealth Counselors's portfolio in Q2 2026, its #190 holding.
  • Abundance Wealth Counselors first reported a position in Zoom in Q1 2021 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.