CPIG
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Chicago Partners Investment Group’s Zoom ZM Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-100
Closed -$9.19K – 1699
2026
Q1 		$9.19K Buy
+100
New +$8.38K ﹤0.01% 1473

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chicago Partners Investment Group's ZM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Zoom (ZM) stake by 44% in Q2 2026, buying an estimated $650K and bringing the position to 22,669 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #385.

Chicago Partners Investment Group first reported a position in ZM in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.93M in Q4 2025. 343 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Chicago Partners Investment Group held 22,669 shares of Zoom worth $1.91M as of Q2 2026.
  • Chicago Partners Investment Group bought 6,875 Zoom shares in Q2 2026, an estimated $650K.
  • Zoom made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #385 holding.
  • Chicago Partners Investment Group first reported a position in Zoom in Q1 2020 and has held it in 16 quarters since.
  • Chicago Partners Investment Group's Zoom position peaked at $1.93M in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.