Cassaday & Co Wealth Management’s Zoom ZM Stock Holding History

Cassaday & Co 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 Q2	$2.5K	Hold	29	–	–	﹤0.01%	1009
2026 Q1	$2.33K	Buy	+29	New	+$2.43K	﹤0.01%	1051

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

Cassaday & Co Wealth Management's ZM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Zoom (ZM) position steady in Q2 2026 at 29 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Cassaday & Co Wealth Management first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Cassaday & Co Wealth Management held 29 shares of Zoom worth $2.5K as of Q2 2026.
Cassaday & Co Wealth Management left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1009 holding.
Cassaday & Co Wealth Management first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.