CWM
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Concentrum Wealth Management’s Zoom ZM Stock Holding History

Concentrum 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
2021
Q1 		– Sell
-10,000
Closed -$34K – 60
2020
Q4 		$34K Buy
+10,000
New +$4.46M 0.03% 49

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

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

Concentrum Wealth Management increased its Zoom (ZM) stake by 0.67% in Q2 2026, buying an estimated $2.27K and bringing the position to 3,617 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #91.

Concentrum Wealth Management first reported a position in ZM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.37M in Q2 2021. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Concentrum Wealth Management held 3,617 shares of Zoom worth $312K as of Q2 2026.
  • Concentrum Wealth Management bought 24 Zoom shares in Q2 2026, an estimated $2.27K.
  • Zoom made up 0.07% of Concentrum Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Concentrum Wealth Management first reported a position in Zoom in Q4 2020 and has held it in 23 quarters since.
  • Concentrum Wealth Management's Zoom position peaked at $2.37M in Q2 2021.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.