Aprio Wealth Management
ZM icon

Aprio Wealth Management’s Zoom ZM Stock Holding History

Aprio 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 		$365K Sell
4,023
-157
-4% -$15K 0.02% 473
2026
Q2 		$361K Buy
4,180
+1,047
+33% +$99K 0.02% 466
2026
Q1 		$252K Buy
+3,133
New +$262K 0.01% 533

Other funds holding ZM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Aprio Wealth Management reduced its Zoom (ZM) stake by 3.8% in Q3 2026, selling an estimated $15K and leaving 4,023 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #473.

Aprio Wealth Management first reported a position in ZM in Q1 2026 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Aprio Wealth Management held 4,023 shares of Zoom worth $365K as of Q3 2026.
  • Aprio Wealth Management sold 157 Zoom shares in Q3 2026, an estimated $15K.
  • Zoom made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #473 holding.
  • Aprio Wealth Management first reported a position in Zoom in Q1 2026 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.