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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Accurate Wealth Management's ZM Position: Q2 2026 in Review

Accurate Wealth Management reduced its Zoom (ZM) stake by 9.6% in Q2 2026, selling an estimated $294K and leaving 29,183 shares worth $2.62M. The position accounts for 0.25% of the portfolio, ranked #95.

Accurate Wealth Management first reported a position in ZM in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.59M in Q3 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Accurate Wealth Management held 29,183 shares of Zoom worth $2.62M as of Q2 2026.
Accurate Wealth Management sold 3,113 Zoom shares in Q2 2026, an estimated $294K.
Zoom made up 0.25% of Accurate Wealth Management's portfolio in Q2 2026, its #95 holding.
Accurate Wealth Management first reported a position in Zoom in Q4 2022 and has held it in 12 quarters since.
Accurate Wealth Management's Zoom position peaked at $3.59M in Q3 2025.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.