Creative Planning
ZM icon

Creative Planning’s Zoom ZM Stock Holding History

Creative Planning’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 		$14.4M Buy
166,783
+46,687
+39% +$4.41M 0.01% 652
2026
Q1 		$9.65M Sell
120,096
-65,594
-35% -$5.49M 0.01% 713
2025
Q4 		$16M Buy
185,690
+86,926
+88% +$7.32M 0.01% 454
2025
Q3 		$8.15M Buy
98,764
+47,150
+91% +$3.68M 0.01% 650
2025
Q2 		$4.02M Buy
51,614
+8,778
+20% +$679K ﹤0.01% 871
2025
Q1 		$3.16M Buy
42,836
+3,454
+9% +$275K ﹤0.01% 910
2024
Q4 		$3.21M Buy
39,382
+4,860
+14% +$382K ﹤0.01% 862
2024
Q3 		$2.41M Buy
34,522
+5,396
+19% +$337K ﹤0.01% 969
2024
Q2 		$1.72M Sell
29,126
-3,138
-10% -$193K ﹤0.01% 1066
2024
Q1 		$2.11M Buy
32,264
+4,517
+16% +$301K ﹤0.01% 939
2023
Q4 		$2M Sell
27,747
-1,729
-6% -$114K ﹤0.01% 917
2023
Q3 		$2.06M Buy
29,476
+3,195
+12% +$222K ﹤0.01% 838
2023
Q2 		$1.78M Buy
26,281
+442
+2% +$29.6K ﹤0.01% 876
2023
Q1 		$1.91M Sell
25,839
-1,575
-6% -$113K ﹤0.01% 790
2022
Q4 		$1.86M Buy
27,414
+298
+1% +$22.6K ﹤0.01% 774
2022
Q3 		$2M Sell
27,116
-2,936
-10% -$280K ﹤0.01% 701
2022
Q2 		$3.25M Sell
30,052
-9,717
-24% -$1.02M 0.01% 565
2022
Q1 		$4.66M Sell
39,769
-14,600
-27% -$1.99M 0.01% 471
2021
Q4 		$10M Sell
54,369
-4,690
-8% -$1.1M 0.02% 283
2021
Q3 		$15.4M Sell
59,059
-1,222
-2% -$412K 0.03% 206
2021
Q2 		$23.3M Sell
60,281
-7,999
-12% -$2.66M 0.04% 160
2021
Q1 		$21.9M Buy
68,280
+3,253
+5% +$1.2M 0.04% 160
2020
Q4 		$21.9M Sell
65,027
-16,569
-20% -$7.39M 0.05% 154
2020
Q3 		$38.4M Buy
81,596
+25,763
+46% +$8.24M 0.1% 81
2020
Q2 		$14.2M Sell
55,833
-119,004
-68% -$21.4M 0.04% 156
2020
Q1 		$25.5M Sell
174,837
-1,085,759
-86% -$107M 0.09% 91
2019
Q4 		$85.8M Buy
1,260,596
+1,257,802
+45,018% +$86.6M 0.26% 38
2019
Q3 		$213K Buy
+2,794
New +$252K ﹤0.01% 1573

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

Creative Planning's ZM Position: Q2 2026 in Review

Creative Planning increased its Zoom (ZM) stake by 39% in Q2 2026, buying an estimated $4.41M and bringing the position to 166,783 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #652.

Creative Planning first reported a position in ZM in Q3 2019 and has held it in 28 quarters since. The position peaked at $85.8M in Q4 2019. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Creative Planning held 166,783 shares of Zoom worth $14.4M as of Q2 2026.
  • Creative Planning bought 46,687 Zoom shares in Q2 2026, an estimated $4.41M.
  • Zoom made up 0.01% of Creative Planning's portfolio in Q2 2026, its #652 holding.
  • Creative Planning first reported a position in Zoom in Q3 2019 and has held it in 28 quarters since.
  • Creative Planning's Zoom position peaked at $85.8M in Q4 2019.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.