Creative Financial Designs’s Zoom ZM Stock Holding History

Creative Financial Designs’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	$949	Buy	+11	New	+$1.04K	﹤0.01%	2040
2024 Q3	–	Sell	-48	Closed	-$2.84K	–	1736
2024 Q2	$2.84K	Hold	48	–	–	﹤0.01%	1435
2024 Q1	$3.14K	Sell	48 -3	-6%	-$200	﹤0.01%	1413
2023 Q4	$3.67K	Buy	51 +3	+6%	+$198	﹤0.01%	1324
2023 Q3	$3.36K	Hold	48	–	–	﹤0.01%	1261
2023 Q2	$3.26K	Hold	48	–	–	﹤0.01%	1249
2023 Q1	$3.54K	Sell	48 -250	-84%	-$18K	﹤0.01%	1182
2022 Q4	$20.2K	Hold	298	–	–	﹤0.01%	765
2022 Q3	$22K	Hold	298	–	–	﹤0.01%	722
2022 Q2	$32K	Hold	298	–	–	0.01%	638
2022 Q1	$35K	Hold	298	–	–	0.01%	635
2021 Q4	$56K	Hold	298	–	–	0.01%	554
2021 Q3	$78K	Hold	298	–	–	0.01%	501
2021 Q2	$115K	Hold	298	–	–	0.02%	417
2021 Q1	$96K	Sell	298 -603	-67%	-$222K	0.02%	424
2020 Q4	$304K	Buy	901 +563	+167%	+$251K	0.06%	211
2020 Q3	$159K	Sell	338 -180	-35%	-$57.6K	0.04%	269
2020 Q2	$131K	Buy	518 +135	+35%	+$24.3K	0.04%	245
2020 Q1	$56K	Buy	+383	New	+$37.8K	0.03%	216

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Creative Financial Designs's ZM Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Zoom (ZM) in Q2 2026: 11 shares worth $949. The stake represents ﹤0.01% of the portfolio and ranks #2040 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in ZM as recently as Q2 2024.

Creative Financial Designs first reported a position in ZM in Q1 2020 and has held it in 19 quarters since. The position peaked at $304K in Q4 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Creative Financial Designs held 11 shares of Zoom worth $949 as of Q2 2026.
Zoom was a new Creative Financial Designs position in Q2 2026.
Zoom made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2040 holding.
Creative Financial Designs first reported a position in Zoom in Q1 2020 and has held it in 19 quarters since.
Creative Financial Designs's Zoom position peaked at $304K in Q4 2020.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.