AWM
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
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

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