Activest Wealth Management
ZM icon

Activest Wealth Management’s Zoom ZM Stock Holding History

Activest 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 		$31.9K Sell
351
-8
-2% -$762 0.01% 345
2026
Q2 		$31K Sell
359
-1
-0.3% -$95 0.01% 354
2026
Q1 		$28.9K Sell
360
-126
-26% -$10.6K 0.01% 434
2025
Q4 		$41.9K Buy
486
+475
+4,318% +$40K 0.01% 352
2025
Q3 		$908 Hold
11
– – ﹤0.01% 883
2025
Q2 		$858 Buy
11
+8
+267% +$618 ﹤0.01% 787
2025
Q1 		$221 Sell
3
-65
-96% -$5.18K ﹤0.01% 928
2024
Q4 		$5.55K Buy
68
+2
+3% +$157 ﹤0.01% 366
2024
Q3 		$4.6K Hold
66
– – ﹤0.01% 368
2024
Q2 		$3.91K Hold
66
– – ﹤0.01% 362
2024
Q1 		$4.31K Hold
66
– – ﹤0.01% 269
2023
Q4 		$4.75K Buy
+66
New +$4.36K ﹤0.01% 233
2023
Q3 		– Sell
-66
Closed -$12.3K – 408
2023
Q2 		$12.3K Hold
66
– – 0.01% 156
2023
Q1 		$4.76K Sell
66
-20
-23% -$1.44K ﹤0.01% 215
2022
Q4 		$5.83K Hold
86
– – ﹤0.01% 346
2022
Q3 		$6K Sell
86
-11
-11% -$1.05K ﹤0.01% 341
2022
Q2 		$10K Buy
97
+31
+47% +$3.27K 0.01% 206
2022
Q1 		$8K Buy
66
+41
+164% +$5.58K 0.01% 230
2021
Q4 		$5K Hold
25
– – ﹤0.01% 263
2021
Q3 		$7K Buy
+25
New +$8.43K ﹤0.01% 263

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

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

Activest Wealth Management reduced its Zoom (ZM) stake by 2.2% in Q3 2026, selling an estimated $762 and leaving 351 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #345.

Activest Wealth Management first reported a position in ZM in Q3 2021 and has held it in 20 quarters since. The position peaked at $41.9K in Q4 2025. 486 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Activest Wealth Management held 351 shares of Zoom worth $31.9K as of Q3 2026.
  • Activest Wealth Management sold 8 Zoom shares in Q3 2026, an estimated $762.
  • Zoom made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #345 holding.
  • Activest Wealth Management first reported a position in Zoom in Q3 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Zoom position peaked at $41.9K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.