CWM
ZM icon

Circle Wealth Management’s Zoom ZM Stock Holding History

Circle 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 		$2.06M Buy
23,813
+2,930
+14% +$277K 0.03% 99
2026
Q1 		$1.68M Buy
20,883
+4,768
+30% +$399K 0.02% 100
2025
Q4 		$1.39M Hold
16,115
– – 0.02% 107
2025
Q3 		$1.33M Buy
16,115
+1,129
+8% +$88.1K 0.03% 102
2025
Q2 		$1.17M Sell
14,986
-5,405
-27% -$418K 0.03% 106
2025
Q1 		$1.5M Buy
20,391
+13,629
+202% +$1.09M 0.03% 95
2024
Q4 		$552K Buy
+6,762
New +$532K 0.01% 161

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Circle Wealth Management's ZM Position: Q2 2026 in Review

Circle Wealth Management increased its Zoom (ZM) stake by 14% in Q2 2026, buying an estimated $277K and bringing the position to 23,813 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #99.

Circle Wealth Management first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Circle Wealth Management held 23,813 shares of Zoom worth $2.06M as of Q2 2026.
  • Circle Wealth Management bought 2,930 Zoom shares in Q2 2026, an estimated $277K.
  • Zoom made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Circle Wealth Management first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.