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Cornerstone Wealth Group’s Zoom ZM Stock Holding History

Cornerstone Wealth 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 		$251K Buy
+2,913
New +$275K 0.01% 412
2026
Q1 		– Sell
-3,846
Closed -$332K – 471
2025
Q4 		$332K Buy
3,846
+1,040
+37% +$87.5K 0.02% 268
2025
Q3 		$232K Buy
+2,806
New +$219K 0.02% 304

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 Wealth Group's ZM Position: Q2 2026 in Review

Cornerstone Wealth Group opened a new position in Zoom (ZM) in Q2 2026: 2,913 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in ZM as recently as Q4 2025.

Cornerstone Wealth Group first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $332K in Q4 2025. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Cornerstone Wealth Group held 2,913 shares of Zoom worth $251K as of Q2 2026.
  • Zoom was a new Cornerstone Wealth Group position in Q2 2026.
  • Zoom made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #412 holding.
  • Cornerstone Wealth Group first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's Zoom position peaked at $332K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.