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
2021 Q3	–	Sell	-2,000	Closed	-$14K	–	2234
2021 Q2	$14K	Hold	2,000	–	–	﹤0.01%	2002
2021 Q1	$87K	Sell	2,000 -8,800	-81%	-$3.24M	﹤0.01%	2272
2020 Q4	$674K	Buy	10,800 +9,600	+800%	+$4.28M	﹤0.01%	1147
2020 Q3	$5K	Buy	+1,200	New	+$384K	﹤0.01%	2048
2020 Q2	–	Sell	-2,000	Closed	-$6K	–	2155
2020 Q1	$6K	Buy	+2,000	New	+$197K	﹤0.01%	1794

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 $3.37T AUM 44.26% 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 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.