Accurate Wealth Management
ZM icon

Accurate Wealth Management’s Zoom ZM Stock Holding History

Accurate 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 		$2.94M Buy
29,922
+739
+3% +$70.4K 0.25% 82
2026
Q2 		$2.62M Sell
29,183
-3,113
-10% -$294K 0.25% 95
2026
Q1 		$2.56M Sell
32,296
-7,664
-19% -$642K 0.31% 70
2025
Q4 		$3.4M Sell
39,960
-5,238
-12% -$441K 0.43% 48
2025
Q3 		$3.59M Buy
45,198
+259
+0.6% +$20.2K 0.48% 38
2025
Q2 		$3.37M Buy
44,939
+4,970
+12% +$384K 0.52% 38
2025
Q1 		$2.85M Buy
39,969
+11,589
+41% +$924K 0.54% 46
2024
Q4 		$2.26M Buy
28,380
+7,124
+34% +$560K 0.43% 65
2024
Q3 		$1.45M Buy
21,256
+5,091
+31% +$318K 0.29% 88
2024
Q2 		$943K Buy
16,165
+4,892
+43% +$301K 0.23% 94
2024
Q1 		$670K Buy
11,273
+7,393
+191% +$493K 0.2% 116
2023
Q4 		$266K Buy
+3,880
New +$257K 0.08% 220
2023
Q1 		– Sell
-363
Closed -$25.7K – 1513
2022
Q4 		$25.7K Buy
+363
New +$27.6K 0.01% 612

Other funds holding ZM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 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

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

Accurate Wealth Management increased its Zoom (ZM) stake by 2.5% in Q3 2026, buying an estimated $70.4K and bringing the position to 29,922 shares worth $2.94M. The position accounts for 0.25% of the portfolio, ranked #82.

Accurate Wealth Management first reported a position in ZM in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.59M in Q3 2025. 465 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Accurate Wealth Management held 29,922 shares of Zoom worth $2.94M as of Q3 2026.
  • Accurate Wealth Management bought 739 Zoom shares in Q3 2026, an estimated $70.4K.
  • Zoom made up 0.25% of Accurate Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Accurate Wealth Management first reported a position in Zoom in Q4 2022 and has held it in 13 quarters since.
  • Accurate Wealth Management's Zoom position peaked at $3.59M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.