Concord Wealth Partners’s Zoom ZM Stock Holding History

Concord Wealth Partners’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	$2.16K	Buy	+25	New	+$2.36K	﹤0.01%	737
2026 Q1	–	Sell	-25	Closed	-$2.16K	–	816
2025 Q4	$2.16K	Hold	25	–	–	﹤0.01%	698
2025 Q3	$2.06K	Hold	25	–	–	﹤0.01%	710
2025 Q2	$1.95K	Hold	25	–	–	﹤0.01%	719
2025 Q1	$1.84K	Sell	25 -10	-29%	-$797	﹤0.01%	682
2024 Q4	$2.86K	Buy	35 +10	+40%	+$786	﹤0.01%	676
2024 Q3	$1.74K	Sell	25 -15	-38%	-$938	﹤0.01%	759
2024 Q2	$2.37K	Hold	40	–	–	﹤0.01%	657
2024 Q1	$2.62K	Hold	40	–	–	﹤0.01%	724
2023 Q4	$2.88K	Hold	40	–	–	﹤0.01%	685
2023 Q3	$2.8K	Sell	40 -78	-66%	-$5.41K	﹤0.01%	818
2023 Q2	$8.01K	Buy	118 +15	+15%	+$1K	﹤0.01%	640
2023 Q1	$7.61K	Sell	103 -892	-90%	-$64.3K	﹤0.01%	626
2022 Q4	$67.4K	Buy	+995	New	+$75.6K	0.02%	316
2022 Q3	–	Sell	-1,903	Closed	-$205K	–	1206
2022 Q2	$205K	Buy	1,903 +1,404	+281%	+$148K	0.06%	161
2022 Q1	$58K	Sell	499 -85	-15%	-$11.6K	0.02%	404
2021 Q4	$107K	Buy	584 +443	+314%	+$104K	0.03%	302
2021 Q3	$37K	Sell	141 -203	-59%	-$68.4K	0.02%	273
2021 Q2	$133K	Buy	344 +133	+63%	+$44.3K	0.04%	192
2021 Q1	$68K	Buy	211 +203	+2,538%	+$74.7K	0.02%	284
2020 Q4	$3K	Buy	+8	New	+$3.57K	﹤0.01%	507

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Concord Wealth Partners's ZM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Zoom (ZM) in Q2 2026: 25 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ZM as recently as Q4 2025.

Concord Wealth Partners first reported a position in ZM in Q4 2020 and has held it in 21 quarters since. The position peaked at $205K in Q2 2022. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Concord Wealth Partners held 25 shares of Zoom worth $2.16K as of Q2 2026.
Zoom was a new Concord Wealth Partners position in Q2 2026.
Zoom made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #737 holding.
Concord Wealth Partners first reported a position in Zoom in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Zoom position peaked at $205K in Q2 2022.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.