Cornerstone Planning Group
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
Q3 		– Sell
-40
Closed -$3.43K – 1771
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

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

Cornerstone Planning Group's ZM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Zoom (ZM) in Q3 2026, closing a stake of 40 shares — an estimated $3.43K sold.

Cornerstone Planning Group first reported a position in ZM in Q1 2025 and held it in 5 quarters. The position peaked at $4.36K in Q1 2026. 173 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Zoom position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 40 Zoom shares in Q3 2026, an estimated $3.43K.
  • Cornerstone Planning Group first reported a position in Zoom in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Zoom position peaked at $4.36K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.