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Cornerstone Financial Management’s Zoom ZM Stock Holding History

Cornerstone Financial 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
2026
Q2 		$8.98K Buy
104
+46
+79% +$4.35K 0.01% 491
2026
Q1 		$4.66K Buy
58
+26
+81% +$2.18K ﹤0.01% 497
2025
Q4 		$2.76K Buy
+32
New +$2.69K ﹤0.01% 585

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's ZM Position: Q2 2026 in Review

Cornerstone Financial Management increased its Zoom (ZM) stake by 79% in Q2 2026, buying an estimated $4.35K and bringing the position to 104 shares worth $8.98K. The position accounts for 0.01% of the portfolio, ranked #491.

Cornerstone Financial Management first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Cornerstone Financial Management held 104 shares of Zoom worth $8.98K as of Q2 2026.
  • Cornerstone Financial Management bought 46 Zoom shares in Q2 2026, an estimated $4.35K.
  • Zoom made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #491 holding.
  • Cornerstone Financial Management first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.