Ascent Group
ZM icon

Ascent Group’s Zoom ZM Stock Holding History

Ascent Group’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 		$519K Sell
5,719
-328
-5% -$31.3K 0.02% 518
2026
Q2 		$522K Buy
6,047
+3,439
+132% +$325K 0.02% 522
2026
Q1 		$210K Buy
+2,608
New +$218K 0.01% 717

Other funds holding ZM

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
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
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Ascent Group's ZM Position: Q3 2026 in Review

Ascent Group reduced its Zoom (ZM) stake by 5.4% in Q3 2026, selling an estimated $31.3K and leaving 5,719 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #518.

Ascent Group first reported a position in ZM in Q1 2026 and has held it in 3 quarters since. The position peaked at $522K in Q2 2026. 317 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Ascent Group held 5,719 shares of Zoom worth $519K as of Q3 2026.
  • Ascent Group sold 328 Zoom shares in Q3 2026, an estimated $31.3K.
  • Zoom made up 0.02% of Ascent Group's portfolio in Q3 2026, its #518 holding.
  • Ascent Group first reported a position in Zoom in Q1 2026 and has held it in 3 quarters since.
  • Ascent Group's Zoom position peaked at $522K in Q2 2026.
  • 317 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.