Albert D. Mason Inc
ZM icon

Albert D. Mason Inc’s Zoom ZM Stock Holding History

Albert D. Mason Inc’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 		$275K Sell
3,029
-41
-1% -$3.91K 0.17% 115
2026
Q2 		$265K Sell
3,070
-61
-2% -$5.77K 0.15% 120
2026
Q1 		$252K Sell
3,131
-14
-0.4% -$1.17K 0.16% 110
2025
Q4 		$271K Buy
3,145
+344
+12% +$29K 0.18% 111
2025
Q3 		$231K Buy
+2,801
New +$219K 0.15% 127

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Dimensional Fund Advisors
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DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Albert D. Mason Inc's ZM Position: Q3 2026 in Review

Albert D. Mason Inc reduced its Zoom (ZM) stake by 1.3% in Q3 2026, selling an estimated $3.91K and leaving 3,029 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #115.

Albert D. Mason Inc first reported a position in ZM in Q3 2025 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Albert D. Mason Inc held 3,029 shares of Zoom worth $275K as of Q3 2026.
  • Albert D. Mason Inc sold 41 Zoom shares in Q3 2026, an estimated $3.91K.
  • Zoom made up 0.17% of Albert D. Mason Inc's portfolio in Q3 2026, its #115 holding.
  • Albert D. Mason Inc first reported a position in Zoom in Q3 2025 and has held it in 5 quarters since.
  • 361 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Albert D. Mason Inc's 13F filing for Q3 2026, filed 27 Oct 2026.