CPG
ZM icon

Cornerstone Planning Group’s Zoom ZM Stock Holding History

Cornerstone Planning Group’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 		$3.43K Hold
40
– – ﹤0.01% 1187
2026
Q1 		$4.36K Buy
40
+36
+900% +$3.02K ﹤0.01% 1123
2025
Q4 		$385 Buy
+4
New +$337 ﹤0.01% 1567
2025
Q3 		– Sell
-8
Closed -$574 – 1773
2025
Q2 		$574 Buy
8
+4
+100% +$309 ﹤0.01% 1256
2025
Q1 		$291 Buy
+4
New +$319 ﹤0.01% 1424

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 $3.37T AUM 44.26% 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 Planning Group's ZM Position: Q2 2026 in Review

Cornerstone Planning Group held its Zoom (ZM) position steady in Q2 2026 at 40 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Cornerstone Planning Group first reported a position in ZM in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.36K in Q1 2026. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Cornerstone Planning Group held 40 shares of Zoom worth $3.43K as of Q2 2026.
  • Cornerstone Planning Group left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1187 holding.
  • Cornerstone Planning Group first reported a position in Zoom in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Zoom position peaked at $4.36K in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.