Cedar Mountain Advisors
ZM icon

Cedar Mountain Advisors’s Zoom ZM Stock Holding History

Cedar Mountain Advisors’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 		$635 Hold
7
– – ﹤0.01% 981
2026
Q2 		$604 Hold
7
– – ﹤0.01% 1023
2026
Q1 		$563 Hold
7
– – ﹤0.01% 1001
2025
Q4 		$604 Hold
7
– – ﹤0.01% 581
2025
Q3 		$578 Buy
+7
New +$546 ﹤0.01% 589

Other funds holding ZM

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Cedar Mountain Advisors's ZM Position: Q3 2026 in Review

Cedar Mountain Advisors held its Zoom (ZM) position steady in Q3 2026 at 7 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Cedar Mountain Advisors first reported a position in ZM in Q3 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Cedar Mountain Advisors held 7 shares of Zoom worth $635 as of Q3 2026.
  • Cedar Mountain Advisors left its Zoom share count unchanged in Q3 2026.
  • Zoom made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #981 holding.
  • Cedar Mountain Advisors first reported a position in Zoom in Q3 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.