AssetMark Inc
ZM icon

AssetMark Inc’s Zoom ZM Stock Holding History

AssetMark 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
Q2 		$227K Buy
2,629
+871
+50% +$82.3K ﹤0.01% 1402
2026
Q1 		$141K Buy
1,758
+488
+38% +$40.9K ﹤0.01% 1431
2025
Q4 		$110K Buy
1,270
+545
+75% +$45.9K ﹤0.01% 1472
2025
Q3 		$59.8K Sell
725
-45
-6% -$3.51K ﹤0.01% 1572
2025
Q2 		$60K Buy
770
+659
+594% +$50.9K ﹤0.01% 1503
2025
Q1 		$8.19K Sell
111
-16
-13% -$1.27K ﹤0.01% 1890
2024
Q4 		$10.4K Buy
127
+113
+807% +$8.88K ﹤0.01% 1782
2024
Q3 		$976 Buy
+14
New +$875 ﹤0.01% 2004
2024
Q1 		– Sell
-3
Closed -$216 – 2148
2023
Q4 		$216 Buy
+3
New +$198 ﹤0.01% 1756
2022
Q2 		– Sell
-17
Closed -$2K – 1704
2022
Q1 		$2K Buy
+17
New +$2.31K ﹤0.01% 1449

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

AssetMark Inc's ZM Position: Q2 2026 in Review

AssetMark Inc increased its Zoom (ZM) stake by 50% in Q2 2026, buying an estimated $82.3K and bringing the position to 2,629 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

AssetMark Inc first reported a position in ZM in Q1 2022 and has held it in 10 quarters since. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • AssetMark Inc held 2,629 shares of Zoom worth $227K as of Q2 2026.
  • AssetMark Inc bought 871 Zoom shares in Q2 2026, an estimated $82.3K.
  • Zoom made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1402 holding.
  • AssetMark Inc first reported a position in Zoom in Q1 2022 and has held it in 10 quarters since.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.