CGN Advisors’s Zoom ZM Stock Holding History

CGN 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 Q2	$1.84M	Sell	21,297 -516	-2%	-$48.8K	0.13%	142
2026 Q1	$1.75M	Buy	21,813 +3,047	+16%	+$255K	0.14%	140
2025 Q4	$1.62M	Buy	+18,766	New	+$1.58M	0.13%	141

Other funds holding ZM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CGN Advisors's ZM Position: Q2 2026 in Review

CGN Advisors reduced its Zoom (ZM) stake by 2.4% in Q2 2026, selling an estimated $48.8K and leaving 21,297 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #142.

CGN Advisors first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

CGN Advisors held 21,297 shares of Zoom worth $1.84M as of Q2 2026.
CGN Advisors sold 516 Zoom shares in Q2 2026, an estimated $48.8K.
Zoom made up 0.13% of CGN Advisors's portfolio in Q2 2026, its #142 holding.
CGN Advisors first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.