CoreCap Advisors
ZM icon

CoreCap Advisors’s Zoom ZM Stock Holding History

CoreCap Advisors’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 		$59.8K Sell
659
-623
-49% -$59.4K ﹤0.01% 1311
2026
Q2 		$111K Buy
1,282
+627
+96% +$59.3K ﹤0.01% 1063
2026
Q1 		$52.7K Sell
655
-200
-23% -$16.8K ﹤0.01% 1286
2025
Q4 		$73.8K Buy
855
+224
+35% +$18.9K ﹤0.01% 1157
2025
Q3 		$52.1K Sell
631
-248
-28% -$19.3K ﹤0.01% 1313
2025
Q2 		$68.5K Buy
879
+52
+6% +$4.02K ﹤0.01% 1111
2025
Q1 		$61K Buy
827
+69
+9% +$5.5K ﹤0.01% 1092
2024
Q4 		$61.9K Sell
758
-141
-16% -$11.1K ﹤0.01% 1098
2024
Q3 		$62.7K Buy
899
+490
+120% +$30.6K ﹤0.01% 1101
2024
Q2 		$24.2K Sell
409
-384
-48% -$23.6K ﹤0.01% 846
2024
Q1 		$51.8K Buy
+793
New +$52.9K ﹤0.01% 1090
2022
Q4 		$99.4K Buy
+1,467
New +$111K 0.01% 734
2022
Q3 		– Sell
-2,298
Closed -$248K – 2159
2022
Q2 		$248K Buy
2,298
+90
+4% +$9.49K 0.02% 467
2022
Q1 		$259K Buy
2,208
+1,287
+140% +$175K 0.02% 441
2021
Q4 		$169K Buy
+921
New +$217K 0.01% 573

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

CoreCap Advisors's ZM Position: Q3 2026 in Review

CoreCap Advisors reduced its Zoom (ZM) stake by 49% in Q3 2026, selling an estimated $59.4K and leaving 659 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

CoreCap Advisors first reported a position in ZM in Q4 2021 and has held it in 15 quarters since. The position peaked at $259K in Q1 2022. 176 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • CoreCap Advisors held 659 shares of Zoom worth $59.8K as of Q3 2026.
  • CoreCap Advisors sold 623 Zoom shares in Q3 2026, an estimated $59.4K.
  • Zoom made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1311 holding.
  • CoreCap Advisors first reported a position in Zoom in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Zoom position peaked at $259K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.