Align Financial’s Zoom ZM Stock Holding History

Align Financial’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	$272	Buy	+3	New	+$286	﹤0.01%	598

Other funds holding ZM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Align Financial's ZM Position: Q3 2026 in Review

Align Financial opened a new position in Zoom (ZM) in Q3 2026: 3 shares worth $272. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings.

151 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

Align Financial held 3 shares of Zoom worth $272 as of Q3 2026.
Zoom was a new Align Financial position in Q3 2026.
Zoom made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #598 holding.
151 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.