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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's ZM Position: Q1 2026 in Review

Creative Planning reduced its Zoom (ZM) stake by 35% in Q1 2026, selling an estimated $5.49M and leaving 120,096 shares worth $9.65M. The position accounts for 0.01% of the portfolio, ranked #713.

Creative Planning first reported a position in ZM in Q3 2019 and has held it in 27 quarters since. The position peaked at $85.8M in Q4 2019. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Creative Planning held 120,096 shares of Zoom worth $9.65M as of Q1 2026.
  • Creative Planning sold 65,594 Zoom shares in Q1 2026, an estimated $5.49M.
  • Zoom made up 0.01% of Creative Planning's portfolio in Q1 2026, its #713 holding.
  • Creative Planning first reported a position in Zoom in Q3 2019 and has held it in 27 quarters since.
  • Creative Planning's Zoom position peaked at $85.8M in Q4 2019.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.