Concord Wealth Partners
ZM icon

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
Q3 		– Sell
-25
Closed -$2.16K – 901
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Concord Wealth Partners's ZM Position: Q3 2026 in Review

Concord Wealth Partners sold out of Zoom (ZM) in Q3 2026, closing a stake of 25 shares — an estimated $2.16K sold.

Concord Wealth Partners first reported a position in ZM in Q4 2020 and held it in 21 quarters. The position peaked at $205K in Q2 2022. 497 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Concord Wealth Partners reported no remaining Zoom position as of Q3 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 25 Zoom shares in Q3 2026, an estimated $2.16K.
  • Concord Wealth Partners first reported a position in Zoom in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's Zoom position peaked at $205K in Q2 2022.
  • 497 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.