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
2022
Q4 		– Sell
-300
Closed -$8K – 2628
2022
Q3 		$8K Buy
+300
New +$28.6K ﹤0.01% 2245
2021
Q3 		– Sell
-100
Closed -$3K – 2233
2021
Q2 		$3K Sell
100
-1,900
-95% -$633K ﹤0.01% 2038
2021
Q1 		$198K Buy
2,000
+1,200
+150% +$442K ﹤0.01% 2104
2020
Q4 		$117K Sell
800
-300
-27% -$134K ﹤0.01% 2007
2020
Q3 		$234K Buy
1,100
+200
+22% +$64K ﹤0.01% 1591
2020
Q2 		$75K Sell
900
-2,100
-70% -$378K ﹤0.01% 1710
2020
Q1 		$96K Buy
3,000
+900
+43% +$88.8K ﹤0.01% 1539
2019
Q4 		$1K Buy
2,100
+1,000
+91% +$68.8K ﹤0.01% 1990
2019
Q3 		$3K Buy
+1,100
New +$99.1K ﹤0.01% 1941

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. 868 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.
  • 868 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.