Allied Private Wealth’s Zoom ZM Stock Holding History

Allied Private Wealth’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	$1.31K	Buy	+15	New	+$1.42K	﹤0.01%	781

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

Allied Private Wealth's ZM Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Zoom (ZM) in Q2 2026: 15 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings.

865 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Allied Private Wealth held 15 shares of Zoom worth $1.31K as of Q2 2026.
Zoom was a new Allied Private Wealth position in Q2 2026.
Zoom made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #781 holding.
865 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.