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 Q3	$244K	Buy	2,693 +64	+2%	+$6.1K	﹤0.01%	1420
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%	-$1.28K	﹤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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

AssetMark Inc's ZM Position: Q3 2026 in Review

AssetMark Inc increased its Zoom (ZM) stake by 2.4% in Q3 2026, buying an estimated $6.1K and bringing the position to 2,693 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

AssetMark Inc first reported a position in ZM in Q1 2022 and has held it in 11 quarters since. 401 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

AssetMark Inc held 2,693 shares of Zoom worth $244K as of Q3 2026.
AssetMark Inc bought 64 Zoom shares in Q3 2026, an estimated $6.1K.
Zoom made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1420 holding.
AssetMark Inc first reported a position in Zoom in Q1 2022 and has held it in 11 quarters since.
401 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.