Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.92M Buy
+45,429
New +$4.29M 0.32% 72
2025
Q2
Sell
-45
Closed -$3.32K 1622
2025
Q1
$3.32K Sell
45
-5
-10% -$398 ﹤0.01% 1200
2024
Q4
$4.08K Buy
50
+4
+9% +$314 ﹤0.01% 1189
2024
Q3
$3.8K Buy
46
+10
+28% +$625 ﹤0.01% 1236
2024
Q2
$2.13K Sell
36
-330
-90% -$20.3K ﹤0.01% 1282
2024
Q1
$22.4K Sell
366
-21,533
-98% -$1.44M ﹤0.01% 757
2023
Q4
$1.57M Sell
21,899
-280
-1% -$18.5K 0.22% 115
2023
Q3
$1.55M Sell
22,179
-386
-2% -$26.8K 0.25% 107
2023
Q2
$1.53M Buy
22,565
+9,597
+74% +$642K 0.24% 111
2023
Q1
$958K Buy
+12,968
New +$934K 0.16% 154

Other funds holding ZM

Continuum Advisory's ZM Position: Q2 2026 in Review

Continuum Advisory opened a new position in Zoom (ZM) in Q2 2026: 45,429 shares worth $3.92M. The stake represents 0.32% of the portfolio and ranks #72 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in ZM as recently as Q1 2025.

Continuum Advisory first reported a position in ZM in Q1 2023 and has held it in 10 quarters since. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Continuum Advisory held 45,429 shares of Zoom worth $3.92M as of Q2 2026.
  • Zoom was a new Continuum Advisory position in Q2 2026.
  • Zoom made up 0.32% of Continuum Advisory's portfolio in Q2 2026, its #72 holding.
  • Continuum Advisory first reported a position in Zoom in Q1 2023 and has held it in 10 quarters since.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.